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

Sheets Smith 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
2018 Q3	–	Sell	-4,708	Closed	-$219K	–	341
2018 Q2	$219K	Sell	4,708 -592	-11%	-$28.3K	0.05%	293
2018 Q1	$248K	Hold	5,300	–	–	0.06%	278
2017 Q4	$254K	Buy	5,300 +332	+7%	+$15K	0.06%	287
2017 Q3	$222K	Hold	4,968	–	–	0.06%	290
2017 Q2	$214K	Hold	4,968	–	–	0.06%	280
2017 Q1	$204K	Hold	4,968	–	–	0.05%	275
2016 Q4	$202K	Buy	+4,968	New	+$193K	0.06%	262

Other funds holding IYT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Sheets Smith Wealth Management's IYT Position: Q3 2018 in Review

Sheets Smith Wealth Management sold out of iShares US Transportation ETF (IYT) in Q3 2018, closing a stake of 4,708 shares — an estimated $219K sold.

Sheets Smith Wealth Management first reported a position in IYT in Q4 2016 and held it in 7 quarters. The position peaked at $254K in Q4 2017. 146 funds tracked by Wall St. Rank hold IYT as of Q3 2018.

Sheets Smith Wealth Management reported no remaining iShares US Transportation ETF position as of Q3 2018 after selling out during the quarter.
Sheets Smith Wealth Management sold 4,708 iShares US Transportation ETF shares in Q3 2018, an estimated $219K.
Sheets Smith Wealth Management first reported a position in iShares US Transportation ETF in Q4 2016 and held it in 7 quarters.
Sheets Smith Wealth Management's iShares US Transportation ETF position peaked at $254K in Q4 2017.
146 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q3 2018.

Based on Sheets Smith Wealth Management's 13F filing for Q3 2018, filed 15 Oct 2018.