Wealthstreet Investment Advisors’s iShares US Transportation ETF IYT Stock Holding History

Wealthstreet Investment Advisors’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 Q2	–	Sell	-5,480	Closed	-$353K	–	212
2021 Q1	$353K	Sell	5,480 -1,600	-23%	-$93.9K	0.03%	297
2020 Q4	$390K	Hold	7,080	–	–	0.04%	268
2020 Q3	$352K	Sell	7,080 -240	-3%	-$11.2K	0.04%	265
2020 Q2	$298K	Buy	+7,320	New	+$278K	0.04%	272
2020 Q1	–	Sell	-5,248	Closed	-$257K	–	326
2019 Q4	$257K	Hold	5,248	–	–	0.03%	307
2019 Q3	$255K	Hold	5,248	–	–	0.03%	300
2019 Q2	$247K	Hold	5,248	–	–	0.03%	305
2019 Q1	$246K	Hold	5,248	–	–	0.03%	302
2018 Q4	$234K	Sell	5,248 -400	-7%	-$18.5K	0.03%	298
2018 Q3	$289K	Buy	+5,648	New	+$282K	0.04%	294

Other funds holding IYT

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

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

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

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

Wealthstreet Investment Advisors's IYT Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of iShares US Transportation ETF (IYT) in Q2 2021, closing a stake of 5,480 shares — an estimated $353K sold.

Wealthstreet Investment Advisors first reported a position in IYT in Q3 2018 and held it in 10 quarters. The position peaked at $390K in Q4 2020. 233 funds tracked by Wall St. Rank hold IYT as of Q2 2021.

Wealthstreet Investment Advisors reported no remaining iShares US Transportation ETF position as of Q2 2021 after selling out during the quarter.
Wealthstreet Investment Advisors sold 5,480 iShares US Transportation ETF shares in Q2 2021, an estimated $353K.
Wealthstreet Investment Advisors first reported a position in iShares US Transportation ETF in Q3 2018 and held it in 10 quarters.
Wealthstreet Investment Advisors's iShares US Transportation ETF position peaked at $390K in Q4 2020.
233 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.