WealthOne’s iShares US Transportation ETF IYT Stock Holding History

WealthOne’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 Q3	–	Sell	-5,716	Closed	-$371K	–	136
2021 Q2	$371K	Buy	+5,716	New	+$382K	0.15%	83

Other funds holding IYT

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

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

RBA

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

WealthOne's IYT Position: Q3 2021 in Review

WealthOne sold out of iShares US Transportation ETF (IYT) in Q3 2021, closing a stake of 5,716 shares — an estimated $371K sold.

WealthOne first reported a position in IYT in Q2 2021 and held it in 1 quarter. The position peaked at $371K in Q2 2021. 209 funds tracked by Wall St. Rank hold IYT as of Q3 2021.

WealthOne reported no remaining iShares US Transportation ETF position as of Q3 2021 after selling out during the quarter.
WealthOne sold 5,716 iShares US Transportation ETF shares in Q3 2021, an estimated $371K.
WealthOne first reported a position in iShares US Transportation ETF in Q2 2021 and held it in 1 quarter.
WealthOne's iShares US Transportation ETF position peaked at $371K in Q2 2021.
209 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q3 2021.

Based on WealthOne's 13F filing for Q3 2021, filed 1 Nov 2021.