Wealthspire Advisors (Maryland)’s iShares US Transportation ETF IYT Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-156	Closed	-$7K	–	1226
2019 Q1	$7K	Sell	156 -44	-22%	-$2K	﹤0.01%	1678
2018 Q4	$8K	Hold	200	–	–	﹤0.01%	1556
2018 Q3	$10K	Hold	200	–	–	﹤0.01%	1521
2018 Q2	$9K	Hold	200	–	–	﹤0.01%	1584
2018 Q1	$9K	Hold	200	–	–	﹤0.01%	1613
2017 Q4	$10K	Hold	200	–	–	﹤0.01%	1586
2017 Q3	$9K	Hold	200	–	–	﹤0.01%	1613
2017 Q2	$9K	Hold	200	–	–	﹤0.01%	1572
2017 Q1	$8K	Hold	200	–	–	﹤0.01%	1401
2016 Q4	$8K	Hold	200	–	–	﹤0.01%	1290
2016 Q3	$7K	Hold	200	–	–	﹤0.01%	1325
2016 Q2	$7K	Hold	200	–	–	﹤0.01%	1269
2016 Q1	$7K	Hold	200	–	–	﹤0.01%	1254
2015 Q4	$7K	Buy	+200	New	+$7.17K	﹤0.01%	1272

Other funds holding IYT

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s IYT Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of iShares US Transportation ETF (IYT) in Q2 2019, closing a stake of 156 shares — an estimated $7K sold.

Wealthspire Advisors (Maryland) first reported a position in IYT in Q4 2015 and held it in 14 quarters. The position peaked at $10K in Q3 2018. 135 funds tracked by Wall St. Rank hold IYT as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining iShares US Transportation ETF position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 156 iShares US Transportation ETF shares in Q2 2019, an estimated $7K.
Wealthspire Advisors (Maryland) first reported a position in iShares US Transportation ETF in Q4 2015 and held it in 14 quarters.
Wealthspire Advisors (Maryland)'s iShares US Transportation ETF position peaked at $10K in Q3 2018.
135 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.