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

QP 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
2023
Q1 		– Sell
-14,940
Closed -$798K – 69
2022
Q4 		$798K Buy
+14,940
New +$807K 1.24% 31
2022
Q1 		– Sell
-23,260
Closed -$1.61M – 76
2021
Q4 		$1.61M Buy
+23,260
New +$1.55M 1.7% 21

Other funds holding IYT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

QP Wealth Management's IYT Position: Q1 2023 in Review

QP Wealth Management sold out of iShares US Transportation ETF (IYT) in Q1 2023, closing a stake of 14,940 shares — an estimated $798K sold.

QP Wealth Management first reported a position in IYT in Q4 2021 and held it in 2 quarters. The position peaked at $1.61M in Q4 2021. 175 funds tracked by Wall St. Rank hold IYT as of Q1 2023.

  • QP Wealth Management reported no remaining iShares US Transportation ETF position as of Q1 2023 after selling out during the quarter.
  • QP Wealth Management sold 14,940 iShares US Transportation ETF shares in Q1 2023, an estimated $798K.
  • QP Wealth Management first reported a position in iShares US Transportation ETF in Q4 2021 and held it in 2 quarters.
  • QP Wealth Management's iShares US Transportation ETF position peaked at $1.61M in Q4 2021.
  • 175 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q1 2023.

Based on QP Wealth Management's 13F filing for Q1 2023, filed 25 Apr 2023.