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

Sugarloaf 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
2023 Q2	–	Sell	-60	Closed	-$3.42K	–	705
2023 Q1	$3.42K	Hold	60	–	–	﹤0.01%	579
2022 Q4	$3.2K	Hold	60	–	–	﹤0.01%	629
2022 Q3	$3K	Hold	60	–	–	﹤0.01%	671
2022 Q2	$3K	Hold	60	–	–	﹤0.01%	661
2022 Q1	$4K	Hold	60	–	–	﹤0.01%	592
2021 Q4	$4K	Hold	60	–	–	﹤0.01%	618
2021 Q3	$4K	Hold	60	–	–	﹤0.01%	631
2021 Q2	$4K	Sell	60 -23,332	-100%	-$1.56M	﹤0.01%	621
2021 Q1	$4	Buy	23,392 +23,332	+38,887%	+$1.37M	﹤0.01%	609
2020 Q4	$3K	Hold	60	–	–	﹤0.01%	601
2020 Q3	$3K	Hold	60	–	–	﹤0.01%	575
2020 Q2	$2K	Hold	60	–	–	﹤0.01%	607
2020 Q1	$2K	Buy	+60	New	+$2.64K	﹤0.01%	597

Other funds holding IYT

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

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

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

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

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Sugarloaf Wealth Management's IYT Position: Q2 2023 in Review

Sugarloaf Wealth Management sold out of iShares US Transportation ETF (IYT) in Q2 2023, closing a stake of 60 shares — an estimated $3.42K sold.

Sugarloaf Wealth Management first reported a position in IYT in Q1 2020 and held it in 13 quarters. The position peaked at $4K in Q1 2022. 176 funds tracked by Wall St. Rank hold IYT as of Q2 2023.

Sugarloaf Wealth Management reported no remaining iShares US Transportation ETF position as of Q2 2023 after selling out during the quarter.
Sugarloaf Wealth Management sold 60 iShares US Transportation ETF shares in Q2 2023, an estimated $3.42K.
Sugarloaf Wealth Management first reported a position in iShares US Transportation ETF in Q1 2020 and held it in 13 quarters.
Sugarloaf Wealth Management's iShares US Transportation ETF position peaked at $4K in Q1 2022.
176 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q2 2023.

Based on Sugarloaf Wealth Management's 13F filing for Q2 2023, filed 13 Jul 2023.