Allworth Financial’s iShares US Transportation ETF IYT Stock Holding History

Allworth Financial’s Portfolio IYT Stock Details IYT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$36.2K	Hold	528	–	–	﹤0.01%	2139
2025 Q1	$32.3K	Sell	528 -1,287	-71%	-$78.6K	﹤0.01%	1773
2024 Q4	$130K	Buy	1,815 +343	+23%	+$24.5K	﹤0.01%	1136
2024 Q3	$101K	Buy	1,472 +4	+0.3%	+$276	﹤0.01%	1079
2024 Q2	$97.4K	Buy	1,468 +3	+0.2%	+$199	﹤0.01%	1089
2024 Q1	$103K	Buy	1,465 +5	+0.3%	+$352	﹤0.01%	1013
2023 Q4	$95.9K	Buy	1,460 +8	+0.6%	+$526	﹤0.01%	958
2023 Q3	$84.9K	Hold	1,452	–	–	﹤0.01%	940
2023 Q2	$90.7K	Buy	1,452 +4	+0.3%	+$250	﹤0.01%	927
2023 Q1	$82.5K	Buy	1,448 +4	+0.3%	+$228	﹤0.01%	915
2022 Q4	$77.1K	Buy	1,444 +4	+0.3%	+$214	﹤0.01%	884
2022 Q3	$71K	Buy	1,440 +4	+0.3%	+$197	﹤0.01%	859
2022 Q2	$76K	Buy	1,436 +4	+0.3%	+$212	﹤0.01%	784
2022 Q1	$97K	Buy	1,432 +4	+0.3%	+$271	﹤0.01%	731
2021 Q4	$99K	Buy	1,428 +4	+0.3%	+$277	﹤0.01%	682
2021 Q3	$87K	Hold	1,424	–	–	﹤0.01%	645
2021 Q2	$92K	Buy	1,424 +4	+0.3%	+$258	﹤0.01%	489
2021 Q1	$92K	Buy	1,420 +328	+30%	+$21.3K	﹤0.01%	463
2020 Q4	$60K	Buy	1,092 +904	+481%	+$49.7K	﹤0.01%	443
2020 Q3	$9K	Hold	188	–	–	﹤0.01%	735
2020 Q2	$8K	Sell	188 -3,600	-95%	-$153K	﹤0.01%	774
2020 Q1	$131K	Buy	3,788 +3,600	+1,915%	+$124K	﹤0.01%	286
2019 Q4	$9K	Hold	188	–	–	﹤0.01%	668
2019 Q3	$9K	Hold	188	–	–	﹤0.01%	603
2019 Q2	$9K	Hold	188	–	–	﹤0.01%	601
2019 Q1	$9K	Hold	188	–	–	﹤0.01%	592
2018 Q4	$8K	Hold	188	–	–	﹤0.01%	556
2018 Q3	$10K	Hold	188	–	–	﹤0.01%	560
2018 Q2	$9K	Hold	188	–	–	﹤0.01%	544
2018 Q1	$9K	Hold	188	–	–	﹤0.01%	504
2017 Q4	$9K	Hold	188	–	–	﹤0.01%	488
2017 Q3	$8K	Hold	188	–	–	﹤0.01%	498
2017 Q2	$8K	Hold	188	–	–	﹤0.01%	503
2017 Q1	$8K	Hold	188	–	–	﹤0.01%	475
2016 Q4	$8K	Buy	+188	New	+$8K	﹤0.01%	422