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Wealthcare Advisory Partners’s iShares US Transportation ETF IYT Stock Holding History

Wealthcare Advisory Partners’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
Q2 		– Sell
-6,276
Closed -$442K – 844
2024
Q1 		$442K Buy
6,276
+1,712
+38% +$116K 0.01% 562
2023
Q4 		$299K Buy
+4,564
New +$273K 0.01% 610
2020
Q2 		– Sell
-220
Closed -$8K – 872
2020
Q1 		$8K Buy
+220
New +$9.67K ﹤0.01% 979

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Migdal Insurance & Financial Holdings
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Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
First Financial Bankshares
First Financial Bankshares Abilene, Texas $5.34B AUM 28.75% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Wealthcare Advisory Partners's IYT Position: Q2 2024 in Review

Wealthcare Advisory Partners sold out of iShares US Transportation ETF (IYT) in Q2 2024, closing a stake of 6,276 shares — an estimated $442K sold.

Wealthcare Advisory Partners first reported a position in IYT in Q1 2020 and held it in 3 quarters. The position peaked at $442K in Q1 2024. 188 funds tracked by Wall St. Rank hold IYT as of Q2 2024.

  • Wealthcare Advisory Partners reported no remaining iShares US Transportation ETF position as of Q2 2024 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 6,276 iShares US Transportation ETF shares in Q2 2024, an estimated $442K.
  • Wealthcare Advisory Partners first reported a position in iShares US Transportation ETF in Q1 2020 and held it in 3 quarters.
  • Wealthcare Advisory Partners's iShares US Transportation ETF position peaked at $442K in Q1 2024.
  • 188 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q2 2024.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2024, filed 12 Aug 2024.