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

Selective 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
2022
Q4 		– Sell
-32
Closed -$2K – 437
2022
Q3 		$2K Hold
32
– – ﹤0.01% 677
2022
Q2 		$2K Buy
+32
New +$1.86K ﹤0.01% 698

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Selective Wealth Management's IYT Position: Q4 2022 in Review

Selective Wealth Management sold out of iShares US Transportation ETF (IYT) in Q4 2022, closing a stake of 32 shares — an estimated $2K sold.

Selective Wealth Management first reported a position in IYT in Q2 2022 and held it in 2 quarters. The position peaked at $2K in Q3 2022. 191 funds tracked by Wall St. Rank hold IYT as of Q4 2022.

  • Selective Wealth Management reported no remaining iShares US Transportation ETF position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 32 iShares US Transportation ETF shares in Q4 2022, an estimated $2K.
  • Selective Wealth Management first reported a position in iShares US Transportation ETF in Q2 2022 and held it in 2 quarters.
  • Selective Wealth Management's iShares US Transportation ETF position peaked at $2K in Q3 2022.
  • 191 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.