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Symmetry Investments’s iShares US Transportation ETF IYT Stock Holding History

Symmetry Investments’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
-115,936
Closed -$6.6M – 188
2023
Q1 		$6.6M Buy
115,936
+44,764
+63% +$2.56M 1.57% 19
2022
Q4 		$3.8M Buy
+71,172
New +$3.84M 1.02% 24

Other funds holding IYT

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
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
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Symmetry Investments's IYT Position: Q2 2023 in Review

Symmetry Investments sold out of iShares US Transportation ETF (IYT) in Q2 2023, closing a stake of 115,936 shares — an estimated $6.6M sold.

Symmetry Investments first reported a position in IYT in Q4 2022 and held it in 2 quarters. The position peaked at $6.6M in Q1 2023. 176 funds tracked by Wall St. Rank hold IYT as of Q2 2023.

  • Symmetry Investments reported no remaining iShares US Transportation ETF position as of Q2 2023 after selling out during the quarter.
  • Symmetry Investments sold 115,936 iShares US Transportation ETF shares in Q2 2023, an estimated $6.6M.
  • Symmetry Investments first reported a position in iShares US Transportation ETF in Q4 2022 and held it in 2 quarters.
  • Symmetry Investments's iShares US Transportation ETF position peaked at $6.6M in Q1 2023.
  • 176 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q2 2023.

Based on Symmetry Investments's 13F filing for Q2 2023, filed 14 Aug 2023.