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WR Wealth Planners’s iShares US Transportation ETF IYT Stock Holding History

WR Wealth Planners’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
2024
Q4 		– Sell
-32
Closed -$2.21K – 1151
2024
Q3 		$2.21K Hold
32
– – ﹤0.01% 888
2024
Q2 		$2.09K Hold
32
– – ﹤0.01% 878
2024
Q1 		$2.25K Buy
+32
New +$2.17K ﹤0.01% 855

Other funds holding IYT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
FFB
First Financial Bankshares Abilene, Texas $4.95B AUM 25.06% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $24B AUM 37.67% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

WR Wealth Planners's IYT Position: Q4 2024 in Review

WR Wealth Planners sold out of iShares US Transportation ETF (IYT) in Q4 2024, closing a stake of 32 shares — an estimated $2.21K sold.

WR Wealth Planners first reported a position in IYT in Q1 2024 and held it in 3 quarters. The position peaked at $2.25K in Q1 2024. 203 funds tracked by Wall St. Rank hold IYT as of Q4 2024.

  • WR Wealth Planners reported no remaining iShares US Transportation ETF position as of Q4 2024 after selling out during the quarter.
  • WR Wealth Planners sold 32 iShares US Transportation ETF shares in Q4 2024, an estimated $2.21K.
  • WR Wealth Planners first reported a position in iShares US Transportation ETF in Q1 2024 and held it in 3 quarters.
  • WR Wealth Planners's iShares US Transportation ETF position peaked at $2.25K in Q1 2024.
  • 203 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.