RPg Family Wealth Advisory’s iShares US Transportation ETF IYT Stock Holding History

RPg Family Wealth Advisory’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
2022 Q3	–	Sell	-4,096	Closed	-$218K	–	95
2022 Q2	$218K	Sell	4,096 -5,148	-56%	-$300K	0.13%	74
2022 Q1	$624K	Buy	9,244 +2,872	+45%	+$189K	0.27%	64
2021 Q4	$440K	Sell	6,372 -524	-8%	-$35K	0.17%	84
2021 Q3	$419K	Buy	6,896 +336	+5%	+$21.2K	0.18%	90
2021 Q2	$426K	Buy	+6,560	New	+$438K	0.17%	93
2020 Q4	$203K	Buy	+3,684	New	+$197K	0.1%	117

Other funds holding IYT

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

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

Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

RPg Family Wealth Advisory's IYT Position: Q3 2022 in Review

RPg Family Wealth Advisory sold out of iShares US Transportation ETF (IYT) in Q3 2022, closing a stake of 4,096 shares — an estimated $218K sold.

RPg Family Wealth Advisory first reported a position in IYT in Q4 2020 and held it in 6 quarters. The position peaked at $624K in Q1 2022. 174 funds tracked by Wall St. Rank hold IYT as of Q3 2022.

RPg Family Wealth Advisory reported no remaining iShares US Transportation ETF position as of Q3 2022 after selling out during the quarter.
RPg Family Wealth Advisory sold 4,096 iShares US Transportation ETF shares in Q3 2022, an estimated $218K.
RPg Family Wealth Advisory first reported a position in iShares US Transportation ETF in Q4 2020 and held it in 6 quarters.
RPg Family Wealth Advisory's iShares US Transportation ETF position peaked at $624K in Q1 2022.
174 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q3 2022.

Based on RPg Family Wealth Advisory's 13F filing for Q3 2022, filed 10 Nov 2022.