TCI Wealth Advisors’s iShares US Transportation ETF IYT Stock Holding History

TCI Wealth Advisors’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	-720	Closed	-$41K	–	1219
2023 Q1	$41K	Hold	720	–	–	0.01%	475
2022 Q4	$38.4K	Hold	720	–	–	0.01%	476
2022 Q3	$35K	Hold	720	–	–	0.01%	467
2022 Q2	$38K	Hold	720	–	–	0.01%	437
2022 Q1	$49K	Buy	720 +476	+195%	+$31.3K	0.01%	413
2021 Q4	$17K	Sell	244 -20	-8%	-$1.34K	﹤0.01%	789
2021 Q3	$16K	Buy	+264	New	+$16.7K	﹤0.01%	787
2021 Q2	–	Sell	-600	Closed	-$39K	–	2382
2021 Q1	$39K	Hold	600	–	–	0.02%	403
2020 Q4	$33K	Hold	600	–	–	0.01%	404
2020 Q3	$30K	Hold	600	–	–	0.01%	383
2020 Q2	$24K	Buy	+600	New	+$22.8K	0.01%	414
2015 Q1	–	Sell	-388	Closed	-$16K	–	916
2014 Q4	$16K	Hold	388	–	–	0.01%	378
2014 Q3	$15K	Hold	388	–	–	0.01%	373
2014 Q2	$14K	Buy	+388	New	+$13.7K	0.01%	407

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

TCI Wealth Advisors's IYT Position: Q2 2023 in Review

TCI Wealth Advisors sold out of iShares US Transportation ETF (IYT) in Q2 2023, closing a stake of 720 shares — an estimated $41K sold.

TCI Wealth Advisors first reported a position in IYT in Q2 2014 and held it in 14 quarters. The position peaked at $49K in Q1 2022. 176 funds tracked by Wall St. Rank hold IYT as of Q2 2023.

TCI Wealth Advisors reported no remaining iShares US Transportation ETF position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 720 iShares US Transportation ETF shares in Q2 2023, an estimated $41K.
TCI Wealth Advisors first reported a position in iShares US Transportation ETF in Q2 2014 and held it in 14 quarters.
TCI Wealth Advisors's iShares US Transportation ETF position peaked at $49K in Q1 2022.
176 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.