Prestige Wealth Management Group’s iShares US Transportation ETF IYT Stock Holding History

Prestige Wealth Management Group’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	-400	Closed	-$27K	–	1023
2022 Q1	$27K	Hold	400	–	–	0.01%	300
2021 Q4	$28K	Hold	400	–	–	0.01%	327
2021 Q3	$24K	Buy	+400	New	+$25.3K	0.01%	345
2021 Q2	–	Sell	-400	Closed	-$26K	–	999
2021 Q1	$26K	Sell	400 -1,980	-83%	-$116K	0.01%	320
2020 Q4	$131K	Buy	+2,380	New	+$127K	0.04%	152

Other funds holding IYT

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

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

Prestige Wealth Management Group's IYT Position: Q2 2022 in Review

Prestige Wealth Management Group sold out of iShares US Transportation ETF (IYT) in Q2 2022, closing a stake of 400 shares — an estimated $27K sold.

Prestige Wealth Management Group first reported a position in IYT in Q4 2020 and held it in 5 quarters. The position peaked at $131K in Q4 2020. 195 funds tracked by Wall St. Rank hold IYT as of Q2 2022.

Prestige Wealth Management Group reported no remaining iShares US Transportation ETF position as of Q2 2022 after selling out during the quarter.
Prestige Wealth Management Group sold 400 iShares US Transportation ETF shares in Q2 2022, an estimated $27K.
Prestige Wealth Management Group first reported a position in iShares US Transportation ETF in Q4 2020 and held it in 5 quarters.
Prestige Wealth Management Group's iShares US Transportation ETF position peaked at $131K in Q4 2020.
195 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q2 2022.

Based on Prestige Wealth Management Group's 13F filing for Q2 2022, filed 10 Aug 2022.