Stratos Wealth Partners’s iShares US Transportation ETF IYT Stock Holding History

Stratos Wealth Partners’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	-4,432	Closed	-$285K	–	1208
2021 Q1	$285K	Buy	+4,432	New	+$260K	0.01%	904
2018 Q4	–	Sell	-1,064	Closed	-$54K	–	1668
2018 Q3	$54K	Buy	+1,064	New	+$53.2K	﹤0.01%	1416
2018 Q2	–	Sell	-2,692	Closed	-$126K	–	1791
2018 Q1	$126K	Buy	2,692 +120	+5%	+$5.79K	0.01%	1074
2017 Q4	$123K	Buy	+2,572	New	+$116K	0.01%	1069
2016 Q1	–	Sell	-23,548	Closed	-$793K	–	622
2015 Q4	$793K	Buy	23,548 +3,668	+18%	+$132K	0.07%	211
2015 Q3	$696K	Buy	19,880 +4,020	+25%	+$146K	0.09%	198
2015 Q2	$575K	Buy	15,860 +9,508	+150%	+$365K	0.07%	241
2015 Q1	$248K	Buy	+6,352	New	+$255K	0.03%	478

Other funds holding IYT

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

RBA

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stratos Wealth Partners's IYT Position: Q2 2021 in Review

Stratos Wealth Partners sold out of iShares US Transportation ETF (IYT) in Q2 2021, closing a stake of 4,432 shares — an estimated $285K sold.

Stratos Wealth Partners first reported a position in IYT in Q1 2015 and held it in 8 quarters. The position peaked at $793K in Q4 2015. 233 funds tracked by Wall St. Rank hold IYT as of Q2 2021.

Stratos Wealth Partners reported no remaining iShares US Transportation ETF position as of Q2 2021 after selling out during the quarter.
Stratos Wealth Partners sold 4,432 iShares US Transportation ETF shares in Q2 2021, an estimated $285K.
Stratos Wealth Partners first reported a position in iShares US Transportation ETF in Q1 2015 and held it in 8 quarters.
Stratos Wealth Partners's iShares US Transportation ETF position peaked at $793K in Q4 2015.
233 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q2 2021.

Based on Stratos Wealth Partners's 13F filing for Q2 2021, filed 19 Jul 2021.