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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
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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return