SWM
IYT icon

Sanctuary Wealth Management’s iShares US Transportation ETF IYT Stock Holding History

Sanctuary Wealth Management’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
Q4 		$40.2K Hold
595
– – 0.03% 101
2024
Q3 		$41K Buy
+595
New +$39.2K 0.03% 112

Other funds holding IYT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
FFB
First Financial Bankshares Abilene, Texas $4.95B AUM 25.06% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $24B AUM 37.67% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Sanctuary Wealth Management's IYT Position: Q4 2024 in Review

Sanctuary Wealth Management held its iShares US Transportation ETF (IYT) position steady in Q4 2024 at 595 shares worth $40.2K. The position accounts for 0.03% of the portfolio, ranked #101.

Sanctuary Wealth Management first reported a position in IYT in Q3 2024 and has held it in 2 quarters since. The position peaked at $41K in Q3 2024. 203 funds tracked by Wall St. Rank hold IYT as of Q4 2024.

  • Sanctuary Wealth Management held 595 shares of iShares US Transportation ETF worth $40.2K as of Q4 2024.
  • Sanctuary Wealth Management left its iShares US Transportation ETF share count unchanged in Q4 2024.
  • iShares US Transportation ETF made up 0.03% of Sanctuary Wealth Management's portfolio in Q4 2024, its #101 holding.
  • Sanctuary Wealth Management first reported a position in iShares US Transportation ETF in Q3 2024 and has held it in 2 quarters since.
  • Sanctuary Wealth Management's iShares US Transportation ETF position peaked at $41K in Q3 2024.
  • 203 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q4 2024.

Based on Sanctuary Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.