Valley National Advisers’s iShares US Transportation ETF IYT Stock Holding History

Valley National Advisers’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
2020 Q2	–	Sell	-652	Closed	-$23K	–	809
2020 Q1	$23K	Hold	652	–	–	0.01%	358
2019 Q4	$32K	Hold	652	–	–	0.01%	360
2019 Q3	$30K	Hold	652	–	–	0.01%	361
2019 Q2	$31K	Sell	652 -104	-14%	-$4.91K	0.01%	337
2019 Q1	$35K	Hold	756	–	–	0.01%	318
2018 Q4	$31K	Hold	756	–	–	0.01%	307
2018 Q3	$39K	Hold	756	–	–	0.01%	284
2018 Q2	$35K	Hold	756	–	–	0.01%	287
2018 Q1	$35K	Hold	756	–	–	0.01%	280
2017 Q4	$36K	Buy	756 +376	+99%	+$16.9K	0.01%	275
2017 Q3	$17K	Hold	380	–	–	0.01%	351
2017 Q2	$16K	Sell	380 -256	-40%	-$10.6K	0.01%	348
2017 Q1	$26K	Buy	636 +164	+35%	+$6.83K	0.01%	300
2016 Q4	$19K	Buy	+472	New	+$18.3K	0.01%	332
2015 Q4	–	Sell	-580	Closed	-$20K	–	626
2015 Q3	$20K	Hold	580	–	–	0.01%	296
2015 Q2	$21K	Hold	580	–	–	0.01%	304
2015 Q1	$23K	Buy	+580	New	+$23.3K	0.01%	291

Other funds holding IYT

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

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

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

Twin Tree Management Dallas, Texas $5.31B AUM 55.82% 1-Year Est. Return

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

Valley National Advisers's IYT Position: Q2 2020 in Review

Valley National Advisers sold out of iShares US Transportation ETF (IYT) in Q2 2020, closing a stake of 652 shares — an estimated $23K sold.

Valley National Advisers first reported a position in IYT in Q1 2015 and held it in 17 quarters. The position peaked at $39K in Q3 2018. 132 funds tracked by Wall St. Rank hold IYT as of Q2 2020.

Valley National Advisers reported no remaining iShares US Transportation ETF position as of Q2 2020 after selling out during the quarter.
Valley National Advisers sold 652 iShares US Transportation ETF shares in Q2 2020, an estimated $23K.
Valley National Advisers first reported a position in iShares US Transportation ETF in Q1 2015 and held it in 17 quarters.
Valley National Advisers's iShares US Transportation ETF position peaked at $39K in Q3 2018.
132 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q2 2020.

Based on Valley National Advisers's 13F filing for Q2 2020, filed 10 Aug 2020.