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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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return