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Phillips Financial Management’s iShares US Transportation ETF IYT Stock Holding History

Phillips Financial Management’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
2024
Q1 		– Sell
-32
Closed -$2.1K – 267
2023
Q4 		$2.1K Buy
+32
New +$1.92K ﹤0.01% 246

Other funds holding IYT

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
QAM
Q3 Asset Management Birmingham, Michigan $412K AUM 18.03% 1-Year Est. Return

Phillips Financial Management's IYT Position: Q1 2024 in Review

Phillips Financial Management sold out of iShares US Transportation ETF (IYT) in Q1 2024, closing a stake of 32 shares — an estimated $2.1K sold.

Phillips Financial Management first reported a position in IYT in Q4 2023 and held it in 1 quarter. The position peaked at $2.1K in Q4 2023. 210 funds tracked by Wall St. Rank hold IYT as of Q1 2024.

  • Phillips Financial Management reported no remaining iShares US Transportation ETF position as of Q1 2024 after selling out during the quarter.
  • Phillips Financial Management sold 32 iShares US Transportation ETF shares in Q1 2024, an estimated $2.1K.
  • Phillips Financial Management first reported a position in iShares US Transportation ETF in Q4 2023 and held it in 1 quarter.
  • Phillips Financial Management's iShares US Transportation ETF position peaked at $2.1K in Q4 2023.
  • 210 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q1 2024.

Based on Phillips Financial Management's 13F filing for Q1 2024, filed 23 Apr 2024.