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The Family Firm’s iShares US Transportation ETF IYT Stock Holding History

The Family Firm’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
2024
Q3 		– Sell
-669
Closed -$43.8K – 537
2024
Q2 		$43.8K Buy
+669
New +$43.9K 0.01% 431

Other funds holding IYT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 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
FFB
First Financial Bankshares Abilene, Texas $4.95B AUM 25.06% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

The Family Firm's IYT Position: Q3 2024 in Review

The Family Firm sold out of iShares US Transportation ETF (IYT) in Q3 2024, closing a stake of 669 shares — an estimated $43.8K sold.

The Family Firm first reported a position in IYT in Q2 2024 and held it in 1 quarter. The position peaked at $43.8K in Q2 2024. 177 funds tracked by Wall St. Rank hold IYT as of Q3 2024.

  • The Family Firm reported no remaining iShares US Transportation ETF position as of Q3 2024 after selling out during the quarter.
  • The Family Firm sold 669 iShares US Transportation ETF shares in Q3 2024, an estimated $43.8K.
  • The Family Firm first reported a position in iShares US Transportation ETF in Q2 2024 and held it in 1 quarter.
  • The Family Firm's iShares US Transportation ETF position peaked at $43.8K in Q2 2024.
  • 177 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.