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Outlook Wealth Advisors’s iShares US Transportation ETF IYT Stock Holding History

Outlook Wealth Advisors’s Portfolio IYT Stock Details IYT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-3,060
Closed -$212K – 207
2021
Q4 		$212K Sell
3,060
-448
-13% -$29.9K 0.06% 196
2021
Q3 		$213K Buy
+3,508
New +$222K 0.07% 199

Other funds holding IYT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HTC
Hershey Trust Company Hershey, Pennsylvania $11.8B AUM 0.75% 1-Year Est. Return

Outlook Wealth Advisors's IYT Position: Q1 2022 in Review

Outlook Wealth Advisors sold out of iShares US Transportation ETF (IYT) in Q1 2022, closing a stake of 3,060 shares — an estimated $212K sold.

Outlook Wealth Advisors first reported a position in IYT in Q3 2021 and held it in 2 quarters. The position peaked at $213K in Q3 2021. 230 funds tracked by Wall St. Rank hold IYT as of Q1 2022.

  • Outlook Wealth Advisors reported no remaining iShares US Transportation ETF position as of Q1 2022 after selling out during the quarter.
  • Outlook Wealth Advisors sold 3,060 iShares US Transportation ETF shares in Q1 2022, an estimated $212K.
  • Outlook Wealth Advisors first reported a position in iShares US Transportation ETF in Q3 2021 and held it in 2 quarters.
  • Outlook Wealth Advisors's iShares US Transportation ETF position peaked at $213K in Q3 2021.
  • 230 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q1 2022.

Based on Outlook Wealth Advisors's 13F filing for Q1 2022, filed 13 May 2022.