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Ropes Wealth Advisors’s iShares US Transportation ETF IYT Stock Holding History

Ropes Wealth 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
2020
Q4 		– Sell
-588
Closed -$29K – 855
2020
Q3 		$29K Buy
+588
New +$27.5K 0.01% 388

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
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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ropes Wealth Advisors's IYT Position: Q4 2020 in Review

Ropes Wealth Advisors sold out of iShares US Transportation ETF (IYT) in Q4 2020, closing a stake of 588 shares — an estimated $29K sold.

Ropes Wealth Advisors first reported a position in IYT in Q3 2020 and held it in 1 quarter. The position peaked at $29K in Q3 2020. 197 funds tracked by Wall St. Rank hold IYT as of Q4 2020.

  • Ropes Wealth Advisors reported no remaining iShares US Transportation ETF position as of Q4 2020 after selling out during the quarter.
  • Ropes Wealth Advisors sold 588 iShares US Transportation ETF shares in Q4 2020, an estimated $29K.
  • Ropes Wealth Advisors first reported a position in iShares US Transportation ETF in Q3 2020 and held it in 1 quarter.
  • Ropes Wealth Advisors's iShares US Transportation ETF position peaked at $29K in Q3 2020.
  • 197 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q4 2020.

Based on Ropes Wealth Advisors's 13F filing for Q4 2020, filed 5 Feb 2021.