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Sterling Financial Planning’s iShares US Transportation ETF IYT Stock Holding History

Sterling Financial Planning’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
Q4 		– Sell
-448
Closed -$27K – 251
2021
Q3 		$27K Hold
448
– – 0.02% 237
2021
Q2 		$29K Hold
448
– – 0.02% 224
2021
Q1 		$29K Hold
448
– – 0.02% 199
2020
Q4 		$25K Buy
+448
New +$23.9K 0.02% 197

Other funds holding IYT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Sterling Financial Planning's IYT Position: Q4 2021 in Review

Sterling Financial Planning sold out of iShares US Transportation ETF (IYT) in Q4 2021, closing a stake of 448 shares — an estimated $27K sold.

Sterling Financial Planning first reported a position in IYT in Q4 2020 and held it in 4 quarters. The position peaked at $29K in Q2 2021. 241 funds tracked by Wall St. Rank hold IYT as of Q4 2021.

  • Sterling Financial Planning reported no remaining iShares US Transportation ETF position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 448 iShares US Transportation ETF shares in Q4 2021, an estimated $27K.
  • Sterling Financial Planning first reported a position in iShares US Transportation ETF in Q4 2020 and held it in 4 quarters.
  • Sterling Financial Planning's iShares US Transportation ETF position peaked at $29K in Q2 2021.
  • 241 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.