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WESPAC Advisors’s iShares US Transportation ETF IYT Stock Holding History

WESPAC 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
2022
Q2 		– Sell
-7,712
Closed -$520K – 108
2022
Q1 		$520K Sell
7,712
-1,148
-13% -$75.5K 0.56% 71
2021
Q4 		$612K Buy
8,860
+32
+0.4% +$2.14K 0.41% 90
2021
Q3 		$537K Buy
+8,828
New +$558K 0.33% 100
2021
Q2 		– Sell
-6,540
Closed -$421K – 128
2021
Q1 		$421K Sell
6,540
-272
-4% -$16K 0.31% 93
2020
Q4 		$376K Buy
+6,812
New +$364K 0.29% 92
2018
Q4 		– Sell
-36,836
Closed -$1.88M – 144
2018
Q3 		$1.88M Buy
36,836
+3,136
+9% +$157K 1.1% 34
2018
Q2 		$1.57M Buy
33,700
+17,256
+105% +$826K 1.62% 25
2018
Q1 		$769K Buy
16,444
+8,908
+118% +$429K 0.47% 68
2017
Q4 		$361K Buy
+7,536
New +$340K 0.34% 92
2015
Q3 		– Sell
-6,480
Closed -$235K – 90
2015
Q2 		$235K Sell
6,480
-53,784
-89% -$2.06M 0.18% 99
2015
Q1 		$2.36M Sell
60,264
-1,572
-3% -$63.1K 1.79% 13
2014
Q4 		$2.54M Sell
61,836
-12,404
-17% -$488K 1.78% 15
2014
Q3 		$2.8M Buy
74,240
+22,444
+43% +$842K 2.25% 2
2014
Q2 		$1.9M Sell
51,796
-22,464
-30% -$791K 2.17% 8
2014
Q1 		$2.52M Buy
+74,260
New +$2.45M 2.18% 6

Other funds holding IYT

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $27.9B AUM 51.18% 1-Year Est. Return

WESPAC Advisors's IYT Position: Q2 2022 in Review

WESPAC Advisors sold out of iShares US Transportation ETF (IYT) in Q2 2022, closing a stake of 7,712 shares — an estimated $520K sold.

WESPAC Advisors first reported a position in IYT in Q1 2014 and held it in 15 quarters. The position peaked at $2.8M in Q3 2014. 194 funds tracked by Wall St. Rank hold IYT as of Q2 2022.

  • WESPAC Advisors reported no remaining iShares US Transportation ETF position as of Q2 2022 after selling out during the quarter.
  • WESPAC Advisors sold 7,712 iShares US Transportation ETF shares in Q2 2022, an estimated $520K.
  • WESPAC Advisors first reported a position in iShares US Transportation ETF in Q1 2014 and held it in 15 quarters.
  • WESPAC Advisors's iShares US Transportation ETF position peaked at $2.8M in Q3 2014.
  • 194 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q2 2022.

Based on WESPAC Advisors's 13F filing for Q2 2022, filed 1 Aug 2022.