Tucker Asset Management’s iShares US Transportation ETF IYT Stock Holding History

Tucker Asset Management’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	-96	Closed	-$6.28K	–	1577
2024 Q2	$6.28K	Hold	96	–	–	﹤0.01%	982
2024 Q1	$6.76K	Hold	96	–	–	﹤0.01%	986
2023 Q4	$6.3K	Hold	96	–	–	﹤0.01%	824
2023 Q3	$5.61K	Hold	96	–	–	﹤0.01%	796
2023 Q2	$6K	Hold	96	–	–	﹤0.01%	632
2023 Q1	$5.47K	Hold	96	–	–	﹤0.01%	681
2022 Q4	$5.17K	Hold	96	–	–	﹤0.01%	434
2022 Q3	$5.1K	Hold	96	–	–	﹤0.01%	426
2022 Q2	$5.11K	Hold	96	–	–	﹤0.01%	331
2022 Q1	$6.48K	Hold	96	–	–	﹤0.01%	289
2021 Q4	$6.61K	Hold	96	–	–	﹤0.01%	282
2021 Q3	$6.5K	Buy	+96	New	+$6.07K	﹤0.01%	221

Other funds holding IYT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

FFB

First Financial Bankshares Abilene, Texas $5.34B AUM 28.75% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Tucker Asset Management's IYT Position: Q3 2024 in Review

Tucker Asset Management sold out of iShares US Transportation ETF (IYT) in Q3 2024, closing a stake of 96 shares — an estimated $6.28K sold.

Tucker Asset Management first reported a position in IYT in Q3 2021 and held it in 12 quarters. The position peaked at $6.76K in Q1 2024. 177 funds tracked by Wall St. Rank hold IYT as of Q3 2024.

Tucker Asset Management reported no remaining iShares US Transportation ETF position as of Q3 2024 after selling out during the quarter.
Tucker Asset Management sold 96 iShares US Transportation ETF shares in Q3 2024, an estimated $6.28K.
Tucker Asset Management first reported a position in iShares US Transportation ETF in Q3 2021 and held it in 12 quarters.
Tucker Asset Management's iShares US Transportation ETF position peaked at $6.76K in Q1 2024.
177 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q3 2024.

Based on Tucker Asset Management's 13F filing for Q3 2024, filed 3 Feb 2025.