Reilly Financial Advisors’s iShares US Transportation ETF IYT Stock Holding History

Reilly Financial 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
2021 Q4	$138K	Hold	2,000	–	–	0.01%	241
2021 Q3	$122K	Hold	2,000	–	–	0.01%	240
2021 Q2	$130K	Hold	2,000	–	–	0.01%	242
2021 Q1	$129K	Hold	2,000	–	–	0.01%	240
2020 Q4	$110K	Buy	+2,000	New	+$107K	0.01%	249

Other funds holding IYT

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

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

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

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Reilly Financial Advisors's IYT Position: Q4 2021 in Review

Reilly Financial Advisors held its iShares US Transportation ETF (IYT) position steady in Q4 2021 at 2,000 shares worth $138K. The position accounts for 0.01% of the portfolio, ranked #241.

Reilly Financial Advisors first reported a position in IYT in Q4 2020 and has held it in 5 quarters since. 241 funds tracked by Wall St. Rank hold IYT as of Q4 2021.

Reilly Financial Advisors held 2,000 shares of iShares US Transportation ETF worth $138K as of Q4 2021.
Reilly Financial Advisors left its iShares US Transportation ETF share count unchanged in Q4 2021.
iShares US Transportation ETF made up 0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #241 holding.
Reilly Financial Advisors first reported a position in iShares US Transportation ETF in Q4 2020 and has held it in 5 quarters since.
241 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.