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Phoenix Financial’s iShares US Transportation ETF IYT Stock Holding History

Phoenix Financial’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
Q2 		– Sell
-11,684
Closed -$789K – 402
2022
Q1 		$789K Hold
11,684
– – 0.01% 270
2021
Q4 		$808K Sell
11,684
-712
-6% -$47.6K 0.01% 253
2021
Q3 		$754K Buy
+12,396
New +$784K 0.01% 292
2021
Q2 		– Sell
-94,480
Closed -$6.08M – 364
2021
Q1 		$6.08M Buy
+94,480
New +$5.54M 0.14% 133

Other funds holding IYT

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return

Phoenix Financial's IYT Position: Q2 2022 in Review

Phoenix Financial sold out of iShares US Transportation ETF (IYT) in Q2 2022, closing a stake of 11,684 shares — an estimated $789K sold.

Phoenix Financial first reported a position in IYT in Q1 2021 and held it in 4 quarters. The position peaked at $6.08M in Q1 2021. 195 funds tracked by Wall St. Rank hold IYT as of Q2 2022.

  • Phoenix Financial reported no remaining iShares US Transportation ETF position as of Q2 2022 after selling out during the quarter.
  • Phoenix Financial sold 11,684 iShares US Transportation ETF shares in Q2 2022, an estimated $789K.
  • Phoenix Financial first reported a position in iShares US Transportation ETF in Q1 2021 and held it in 4 quarters.
  • Phoenix Financial's iShares US Transportation ETF position peaked at $6.08M in Q1 2021.
  • 195 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q2 2022.

Based on Phoenix Financial's 13F filing for Q2 2022, filed 15 Aug 2022.