AE Wealth Management’s iShares US Transportation ETF IYT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.97K	Hold	80	–	–	﹤0.01%	2350
2025 Q4	$5.95K	Hold	80	–	–	﹤0.01%	2205
2025 Q3	$5.72K	Sell	80 -277	-78%	-$19.5K	﹤0.01%	2059
2025 Q2	$24.4K	Buy	357 +307	+614%	+$19.6K	﹤0.01%	1728
2025 Q1	$3.17K	Sell	50 -55	-52%	-$3.79K	﹤0.01%	1985
2024 Q4	$7.13K	Buy	+105	New	+$7.42K	﹤0.01%	1877
2024 Q1	–	Sell	-36,036	Closed	-$2.37M	–	1587
2023 Q4	$2.37M	Sell	36,036 -3,396	-9%	-$203K	0.01%	847
2023 Q3	$2.3M	Buy	39,432 +6,688	+20%	+$418K	0.01%	806
2023 Q2	$2.05M	Sell	32,744 -1,536	-4%	-$88.1K	0.01%	839
2023 Q1	$1.95M	Sell	34,280 -1,464	-4%	-$83.7K	0.01%	812
2022 Q4	$1.91M	Sell	35,744 -2,704	-7%	-$146K	0.01%	769
2022 Q3	$1.89M	Sell	38,448 -948	-2%	-$53.6K	0.02%	719
2022 Q2	$2.1M	Sell	39,396 -9,836	-20%	-$572K	0.02%	656
2022 Q1	$3.32M	Buy	49,232 +15,860	+48%	+$1.04M	0.02%	558
2021 Q4	$2.31M	Buy	33,372 +21,804	+188%	+$1.46M	0.02%	654
2021 Q3	$703K	Sell	11,568 -39,620	-77%	-$2.51M	0.01%	1004
2021 Q2	$3.33M	Buy	51,188 +21,092	+70%	+$1.41M	0.03%	476
2021 Q1	$1.94M	Sell	30,096 -3,680	-11%	-$216K	0.02%	570
2020 Q4	$1.86M	Buy	33,776 +4,608	+16%	+$246K	0.02%	515
2020 Q3	$1.45M	Buy	29,168 +20,576	+239%	+$962K	0.02%	521
2020 Q2	$349K	Buy	+8,592	New	+$326K	0.01%	978