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Secure Asset Management’s iShares US Transportation ETF IYT Stock Holding History

Secure Asset 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
Q2 		– Sell
-4,365
Closed -$307K – 296
2024
Q1 		$307K Buy
+4,365
New +$295K 0.07% 179

Other funds holding IYT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Secure Asset Management's IYT Position: Q2 2024 in Review

Secure Asset Management sold out of iShares US Transportation ETF (IYT) in Q2 2024, closing a stake of 4,365 shares — an estimated $307K sold.

Secure Asset Management first reported a position in IYT in Q1 2024 and held it in 1 quarter. The position peaked at $307K in Q1 2024. 188 funds tracked by Wall St. Rank hold IYT as of Q2 2024.

  • Secure Asset Management reported no remaining iShares US Transportation ETF position as of Q2 2024 after selling out during the quarter.
  • Secure Asset Management sold 4,365 iShares US Transportation ETF shares in Q2 2024, an estimated $307K.
  • Secure Asset Management first reported a position in iShares US Transportation ETF in Q1 2024 and held it in 1 quarter.
  • Secure Asset Management's iShares US Transportation ETF position peaked at $307K in Q1 2024.
  • 188 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q2 2024.

Based on Secure Asset Management's 13F filing for Q2 2024, filed 24 Jul 2024.