Retirement Group’s iShares US Transportation ETF IYT Stock Holding History

Retirement Group’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	$4.22K	Hold	60	–	–	﹤0.01%	585
2023 Q4	$3.94K	Hold	60	–	–	﹤0.01%	560
2023 Q3	$3.51K	Hold	60	–	–	﹤0.01%	519
2023 Q2	$3.75K	Hold	60	–	–	﹤0.01%	547
2023 Q1	$3K	Hold	60	–	–	﹤0.01%	558
2022 Q4	$3K	Buy	+60	New	+$3.24K	﹤0.01%	490
2022 Q3	–	Sell	-60	Closed	-$3K	–	658
2022 Q2	$3K	Hold	60	–	–	﹤0.01%	591
2022 Q1	$4K	Hold	60	–	–	﹤0.01%	571
2021 Q4	$4K	Hold	60	–	–	﹤0.01%	548
2021 Q3	$4K	Hold	60	–	–	﹤0.01%	472
2021 Q2	$4K	Hold	60	–	–	﹤0.01%	518
2021 Q1	$4K	Hold	60	–	–	﹤0.01%	582
2020 Q4	$3K	Hold	60	–	–	﹤0.01%	553
2020 Q3	$3K	Hold	60	–	–	﹤0.01%	537
2020 Q2	$2K	Buy	+60	New	+$2.28K	﹤0.01%	543
2019 Q4	$3K	Buy	+60	New	+$2.88K	﹤0.01%	494

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

Retirement Group's IYT Position: Q1 2024 in Review

Retirement Group held its iShares US Transportation ETF (IYT) position steady in Q1 2024 at 60 shares worth $4.22K. The position accounts for ﹤0.01% of the portfolio, ranked #585.

Retirement Group first reported a position in IYT in Q4 2019 and has held it in 16 quarters since. 210 funds tracked by Wall St. Rank hold IYT as of Q1 2024.

Retirement Group held 60 shares of iShares US Transportation ETF worth $4.22K as of Q1 2024.
Retirement Group left its iShares US Transportation ETF share count unchanged in Q1 2024.
iShares US Transportation ETF made up ﹤0.01% of Retirement Group's portfolio in Q1 2024, its #585 holding.
Retirement Group first reported a position in iShares US Transportation ETF in Q4 2019 and has held it in 16 quarters since.
210 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.