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

Other funds holding IYT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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.