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RMR Wealth Builders’s iShares US Transportation ETF IYT Stock Holding History

RMR Wealth Builders’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
Q2 		– Sell
-500
Closed -$32K – 435
2021
Q1 		$32K Buy
+500
New +$29.3K 0.01% 441

Other funds holding IYT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RMR Wealth Builders's IYT Position: Q2 2021 in Review

RMR Wealth Builders sold out of iShares US Transportation ETF (IYT) in Q2 2021, closing a stake of 500 shares — an estimated $32K sold.

RMR Wealth Builders first reported a position in IYT in Q1 2021 and held it in 1 quarter. The position peaked at $32K in Q1 2021. 233 funds tracked by Wall St. Rank hold IYT as of Q2 2021.

  • RMR Wealth Builders reported no remaining iShares US Transportation ETF position as of Q2 2021 after selling out during the quarter.
  • RMR Wealth Builders sold 500 iShares US Transportation ETF shares in Q2 2021, an estimated $32K.
  • RMR Wealth Builders first reported a position in iShares US Transportation ETF in Q1 2021 and held it in 1 quarter.
  • RMR Wealth Builders's iShares US Transportation ETF position peaked at $32K in Q1 2021.
  • 233 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.