Strategic Blueprint’s iShares US Transportation ETF IYT Stock Holding History

Strategic Blueprint’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
2023 Q4	–	Sell	-10,860	Closed	-$635K	–	578
2023 Q3	$635K	Sell	10,860 -612	-5%	-$38.3K	0.06%	288
2023 Q2	$717K	Sell	11,472 -1,192	-9%	-$68.3K	0.07%	249
2023 Q1	$721K	Buy	12,664 +1,788	+16%	+$102K	0.07%	242
2022 Q4	$581K	Buy	10,876 +760	+8%	+$41K	0.07%	267
2022 Q3	$497K	Buy	10,116 +1,184	+13%	+$66.9K	0.06%	281
2022 Q2	$475K	Buy	+8,932	New	+$520K	0.06%	282
2021 Q3	–	Sell	-1,984	Closed	-$129K	–	868
2021 Q2	$129K	Buy	+1,984	New	+$133K	0.02%	451

Other funds holding IYT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Strategic Blueprint's IYT Position: Q4 2023 in Review

Strategic Blueprint sold out of iShares US Transportation ETF (IYT) in Q4 2023, closing a stake of 10,860 shares — an estimated $635K sold.

Strategic Blueprint first reported a position in IYT in Q2 2021 and held it in 7 quarters. The position peaked at $721K in Q1 2023. 198 funds tracked by Wall St. Rank hold IYT as of Q4 2023.

Strategic Blueprint reported no remaining iShares US Transportation ETF position as of Q4 2023 after selling out during the quarter.
Strategic Blueprint sold 10,860 iShares US Transportation ETF shares in Q4 2023, an estimated $635K.
Strategic Blueprint first reported a position in iShares US Transportation ETF in Q2 2021 and held it in 7 quarters.
Strategic Blueprint's iShares US Transportation ETF position peaked at $721K in Q1 2023.
198 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q4 2023.

Based on Strategic Blueprint's 13F filing for Q4 2023, filed 25 Jan 2024.