Pettinga Financial Advisors’s iShares US Transportation ETF IYT Stock Holding History

Pettinga Financial 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
2021 Q4	–	Sell	-4,200	Closed	-$255K	–	117
2021 Q3	$255K	Buy	4,200 +1,000	+31%	+$63.2K	0.07%	92
2021 Q2	$208K	Buy	+3,200	New	+$214K	0.06%	103
2020 Q1	–	Sell	-4,660	Closed	-$228K	–	87
2019 Q4	$228K	Sell	4,660 -5,640	-55%	-$270K	0.12%	78
2019 Q3	$479K	Sell	10,300 -1,420	-12%	-$66.3K	0.26%	56
2019 Q2	$551K	Sell	11,720 -20,660	-64%	-$976K	0.29%	55
2019 Q1	$1.52M	Sell	32,380 -9,920	-23%	-$451K	0.81%	23
2018 Q4	$1.75M	Buy	+42,300	New	+$1.95M	1.15%	20

Other funds holding IYT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Pettinga Financial Advisors's IYT Position: Q4 2021 in Review

Pettinga Financial Advisors sold out of iShares US Transportation ETF (IYT) in Q4 2021, closing a stake of 4,200 shares — an estimated $255K sold.

Pettinga Financial Advisors first reported a position in IYT in Q4 2018 and held it in 7 quarters. The position peaked at $1.75M in Q4 2018. 240 funds tracked by Wall St. Rank hold IYT as of Q4 2021.

Pettinga Financial Advisors reported no remaining iShares US Transportation ETF position as of Q4 2021 after selling out during the quarter.
Pettinga Financial Advisors sold 4,200 iShares US Transportation ETF shares in Q4 2021, an estimated $255K.
Pettinga Financial Advisors first reported a position in iShares US Transportation ETF in Q4 2018 and held it in 7 quarters.
Pettinga Financial Advisors's iShares US Transportation ETF position peaked at $1.75M in Q4 2018.
240 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q4 2021.

Based on Pettinga Financial Advisors's 13F filing for Q4 2021, filed 9 Feb 2022.