Teamwork Financial Advisors’s iShares US Transportation ETF IYT Stock Holding History

Teamwork Financial 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
2022 Q2	–	Sell	-8,856	Closed	-$598K	–	230
2022 Q1	$598K	Buy	8,856 +44	+0.5%	+$2.89K	0.11%	155
2021 Q4	$609K	Sell	8,812 -1,624	-16%	-$109K	0.11%	173
2021 Q3	$634K	Sell	10,436 -20,096	-66%	-$1.27M	0.13%	132
2021 Q2	$1.98M	Buy	30,532 +2,908	+11%	+$194K	0.41%	47
2021 Q1	$1.78M	Sell	27,624 -3,628	-12%	-$213K	0.42%	42
2020 Q4	$1.72M	Buy	31,252 +3,524	+13%	+$188K	0.41%	39
2020 Q3	$1.38M	Buy	27,728 +20,404	+279%	+$954K	0.43%	45
2020 Q2	$298K	Buy	+7,324	New	+$278K	0.11%	143

Other funds holding IYT

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

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

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

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

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

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

Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

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

SSA

Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return

Teamwork Financial Advisors's IYT Position: Q2 2022 in Review

Teamwork Financial Advisors sold out of iShares US Transportation ETF (IYT) in Q2 2022, closing a stake of 8,856 shares — an estimated $598K sold.

Teamwork Financial Advisors first reported a position in IYT in Q2 2020 and held it in 8 quarters. The position peaked at $1.98M in Q2 2021. 195 funds tracked by Wall St. Rank hold IYT as of Q2 2022.

Teamwork Financial Advisors reported no remaining iShares US Transportation ETF position as of Q2 2022 after selling out during the quarter.
Teamwork Financial Advisors sold 8,856 iShares US Transportation ETF shares in Q2 2022, an estimated $598K.
Teamwork Financial Advisors first reported a position in iShares US Transportation ETF in Q2 2020 and held it in 8 quarters.
Teamwork Financial Advisors's iShares US Transportation ETF position peaked at $1.98M in Q2 2021.
195 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q2 2022.

Based on Teamwork Financial Advisors's 13F filing for Q2 2022, filed 22 Jul 2022.