Sowell Financial Services’s iShares US Transportation ETF IYT Stock Holding History

Sowell Financial Services’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
2021 Q2	–	Sell	-232	Closed	-$16K	–	1649
2021 Q1	$16K	Buy	232 +84	+57%	+$4.93K	﹤0.01%	2134
2020 Q4	$8K	Sell	148 -7,216	-98%	-$385K	﹤0.01%	2111
2020 Q3	$366K	Buy	7,364 +7,032	+2,118%	+$329K	0.02%	546
2020 Q2	$14K	Sell	332 -5,008	-94%	-$190K	﹤0.01%	1575
2020 Q1	$185K	Buy	5,340 +4,940	+1,235%	+$217K	0.01%	668
2019 Q4	$20K	Sell	400 -18,640	-98%	-$894K	﹤0.01%	1437
2019 Q3	$886K	Buy	+19,040	New	+$888K	0.07%	273

Other funds holding IYT

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Sowell Financial Services's IYT Position: Q2 2021 in Review

Sowell Financial Services sold out of iShares US Transportation ETF (IYT) in Q2 2021, closing a stake of 232 shares — an estimated $16K sold.

Sowell Financial Services first reported a position in IYT in Q3 2019 and held it in 7 quarters. The position peaked at $886K in Q3 2019. 233 funds tracked by Wall St. Rank hold IYT as of Q2 2021.

Sowell Financial Services reported no remaining iShares US Transportation ETF position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 232 iShares US Transportation ETF shares in Q2 2021, an estimated $16K.
Sowell Financial Services first reported a position in iShares US Transportation ETF in Q3 2019 and held it in 7 quarters.
Sowell Financial Services's iShares US Transportation ETF position peaked at $886K in Q3 2019.
233 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.