Raleigh Capital Management’s iShares US Transportation ETF IYT Stock Holding History

Raleigh Capital 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
2024 Q1	–	Sell	-128	Closed	-$8.51K	–	1080
2023 Q4	$8.51K	Hold	128	–	–	﹤0.01%	627
2023 Q3	$7.56K	Hold	128	–	–	﹤0.01%	600
2023 Q2	$8.07K	Sell	128 -152	-54%	-$8.71K	﹤0.01%	536
2023 Q1	$16K	Buy	280 +80	+40%	+$4.58K	0.01%	411
2022 Q4	$10.8K	Hold	200	–	–	0.01%	418
2022 Q3	$10K	Hold	200	–	–	0.01%	362
2022 Q2	$11K	Sell	200 -4	-2%	-$233	0.01%	332
2022 Q1	$14K	Buy	+204	New	+$13.4K	0.01%	325

Other funds holding IYT

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

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

QAM

Q3 Asset Management Birmingham, Michigan $412K AUM 18.03% 1-Year Est. Return

Raleigh Capital Management's IYT Position: Q1 2024 in Review

Raleigh Capital Management sold out of iShares US Transportation ETF (IYT) in Q1 2024, closing a stake of 128 shares — an estimated $8.51K sold.

Raleigh Capital Management first reported a position in IYT in Q1 2022 and held it in 8 quarters. The position peaked at $16K in Q1 2023. 210 funds tracked by Wall St. Rank hold IYT as of Q1 2024.

Raleigh Capital Management reported no remaining iShares US Transportation ETF position as of Q1 2024 after selling out during the quarter.
Raleigh Capital Management sold 128 iShares US Transportation ETF shares in Q1 2024, an estimated $8.51K.
Raleigh Capital Management first reported a position in iShares US Transportation ETF in Q1 2022 and held it in 8 quarters.
Raleigh Capital Management's iShares US Transportation ETF position peaked at $16K in Q1 2023.
210 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q1 2024.

Based on Raleigh Capital Management's 13F filing for Q1 2024, filed 13 May 2024.