AE Wealth Management’s iShares US Transportation ETF IYT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.4K | Buy |
357
+307
| +614% | +$21K | ﹤0.01% | 1728 |
|
|
2025
Q1 | $3.17K | Sell |
50
-55
| -52% | -$3.49K | ﹤0.01% | 1985 |
|
|
2024
Q4 | $7.13K | Buy |
+105
| New | +$7.13K | ﹤0.01% | 1877 |
|
|
2024
Q1 | – | Sell |
-36,036
| Closed | -$2.37M | – | 1585 |
|
|
2023
Q4 | $2.37M | Sell |
36,036
-3,396
| -9% | -$224K | 0.01% | 846 |
|
|
2023
Q3 | $2.3M | Buy |
39,432
+6,688
| +20% | +$391K | 0.01% | 804 |
|
|
2023
Q2 | $2.05M | Sell |
32,744
-1,536
| -4% | -$95.9K | 0.01% | 838 |
|
|
2023
Q1 | $1.95M | Sell |
34,280
-1,464
| -4% | -$83.4K | 0.01% | 810 |
|
|
2022
Q4 | $1.91M | Sell |
35,744
-2,704
| -7% | -$144K | 0.01% | 768 |
|
|
2022
Q3 | $1.89M | Sell |
38,448
-948
| -2% | -$46.6K | 0.02% | 717 |
|
|
2022
Q2 | $2.1M | Sell |
39,396
-9,836
| -20% | -$524K | 0.02% | 655 |
|
|
2022
Q1 | $3.32M | Buy |
49,232
+15,860
| +48% | +$1.07M | 0.02% | 557 |
|
|
2021
Q4 | $2.31M | Buy |
33,372
+21,804
| +188% | +$1.51M | 0.02% | 654 |
|
|
2021
Q3 | $703K | Sell |
11,568
-39,620
| -77% | -$2.41M | 0.01% | 1002 |
|
|
2021
Q2 | $3.33M | Buy |
51,188
+21,092
| +70% | +$1.37M | 0.03% | 475 |
|
|
2021
Q1 | $1.94M | Sell |
30,096
-3,680
| -11% | -$237K | 0.02% | 569 |
|
|
2020
Q4 | $1.86M | Buy |
33,776
+4,608
| +16% | +$254K | 0.02% | 514 |
|
|
2020
Q3 | $1.45M | Buy |
29,168
+20,576
| +239% | +$1.02M | 0.02% | 519 |
|
|
2020
Q2 | $349K | Buy |
+8,592
| New | +$349K | 0.01% | 975 |
|