Prevail Innovative Wealth Advisors’s iShares US Transportation ETF IYT Stock Holding History

Prevail Innovative Wealth 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
2024 Q4	–	Sell	-48,318	Closed	-$3.33M	–	182
2024 Q3	$3.33M	Buy	48,318 +5,234	+12%	+$345K	1.01%	30
2024 Q2	$2.82M	Buy	43,084 +27,381	+174%	+$1.8M	1%	35
2024 Q1	$1.11M	Buy	+15,703	New	+$1.06M	0.41%	85
2023 Q4	–	Sell	-11,276	Closed	-$659K	–	149
2023 Q3	$659K	Buy	+11,276	New	+$705K	0.34%	74

Other funds holding IYT

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

FFB

First Financial Bankshares Abilene, Texas $4.95B AUM 25.06% 1-Year Est. Return

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Walleye Capital New York $24B AUM 37.67% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Prevail Innovative Wealth Advisors's IYT Position: Q4 2024 in Review

Prevail Innovative Wealth Advisors sold out of iShares US Transportation ETF (IYT) in Q4 2024, closing a stake of 48,318 shares — an estimated $3.33M sold.

Prevail Innovative Wealth Advisors first reported a position in IYT in Q3 2023 and held it in 4 quarters. The position peaked at $3.33M in Q3 2024. 203 funds tracked by Wall St. Rank hold IYT as of Q4 2024.

Prevail Innovative Wealth Advisors reported no remaining iShares US Transportation ETF position as of Q4 2024 after selling out during the quarter.
Prevail Innovative Wealth Advisors sold 48,318 iShares US Transportation ETF shares in Q4 2024, an estimated $3.33M.
Prevail Innovative Wealth Advisors first reported a position in iShares US Transportation ETF in Q3 2023 and held it in 4 quarters.
Prevail Innovative Wealth Advisors's iShares US Transportation ETF position peaked at $3.33M in Q3 2024.
203 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q4 2024.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.