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IYT icon

USCA RIA’s iShares US Transportation ETF IYT Stock Holding History

USCA RIA’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
2021
Q2 		$489K Buy
+7,520
New +$502K 0.03% 399
2015
Q1 		– Sell
-17,400
Closed -$714K – 348
2014
Q4 		$714K Buy
+17,400
New +$684K 0.2% 132

Other funds holding IYT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

USCA RIA's IYT Position: Q2 2021 in Review

USCA RIA opened a new position in iShares US Transportation ETF (IYT) in Q2 2021: 7,520 shares worth $489K. The stake represents 0.03% of the portfolio and ranks #399 among its holdings. This is a return to the name: USCA RIA previously reported a position in IYT as recently as Q4 2014.

USCA RIA first reported a position in IYT in Q4 2014 and has held it in 2 quarters since. The position peaked at $714K in Q4 2014. 233 funds tracked by Wall St. Rank hold IYT as of Q2 2021.

  • USCA RIA held 7,520 shares of iShares US Transportation ETF worth $489K as of Q2 2021.
  • iShares US Transportation ETF was a new USCA RIA position in Q2 2021.
  • iShares US Transportation ETF made up 0.03% of USCA RIA's portfolio in Q2 2021, its #399 holding.
  • USCA RIA first reported a position in iShares US Transportation ETF in Q4 2014 and has held it in 2 quarters since.
  • USCA RIA's iShares US Transportation ETF position peaked at $714K in Q4 2014.
  • 233 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q2 2021.

Based on USCA RIA's 13F filing for Q2 2021, filed 28 Jul 2021.