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Surevest’s iShares US Transportation ETF IYT Stock Holding History

Surevest’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
2022
Q3 		$41K Buy
844
+4
+0.5% +$226 0.01% 195
2022
Q2 		$45K Buy
840
+4
+0.5% +$233 0.01% 209
2022
Q1 		$57K Hold
836
– – 0.01% 183
2021
Q4 		$58K Buy
+836
New +$55.9K 0.01% 176

Other funds holding IYT

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Surevest's IYT Position: Q3 2022 in Review

Surevest increased its iShares US Transportation ETF (IYT) stake by 0.48% in Q3 2022, buying an estimated $226 and bringing the position to 844 shares worth $41K. The position accounts for 0.01% of the portfolio, ranked #195.

Surevest first reported a position in IYT in Q4 2021 and has held it in 4 quarters since. The position peaked at $58K in Q4 2021. 174 funds tracked by Wall St. Rank hold IYT as of Q3 2022.

  • Surevest held 844 shares of iShares US Transportation ETF worth $41K as of Q3 2022.
  • Surevest bought 4 iShares US Transportation ETF shares in Q3 2022, an estimated $226.
  • iShares US Transportation ETF made up 0.01% of Surevest's portfolio in Q3 2022, its #195 holding.
  • Surevest first reported a position in iShares US Transportation ETF in Q4 2021 and has held it in 4 quarters since.
  • Surevest's iShares US Transportation ETF position peaked at $58K in Q4 2021.
  • 174 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.