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

PRW Wealth 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
2021
Q3 		– Sell
-4,880
Closed -$317K – 196
2021
Q2 		$317K Buy
+4,880
New +$326K 0.09% 208
2019
Q1 		– Sell
-600
Closed -$25K – 739
2018
Q4 		$25K Buy
+600
New +$27.7K 0.03% 213

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PRW Wealth Management's IYT Position: Q3 2021 in Review

PRW Wealth Management sold out of iShares US Transportation ETF (IYT) in Q3 2021, closing a stake of 4,880 shares — an estimated $317K sold.

PRW Wealth Management first reported a position in IYT in Q4 2018 and held it in 2 quarters. The position peaked at $317K in Q2 2021. 209 funds tracked by Wall St. Rank hold IYT as of Q3 2021.

  • PRW Wealth Management reported no remaining iShares US Transportation ETF position as of Q3 2021 after selling out during the quarter.
  • PRW Wealth Management sold 4,880 iShares US Transportation ETF shares in Q3 2021, an estimated $317K.
  • PRW Wealth Management first reported a position in iShares US Transportation ETF in Q4 2018 and held it in 2 quarters.
  • PRW Wealth Management's iShares US Transportation ETF position peaked at $317K in Q2 2021.
  • 209 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q3 2021.

Based on PRW Wealth Management's 13F filing for Q3 2021, filed 4 Nov 2021.