Avior 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
Q1
Sell
-1,845
Closed -$125K 1555
2024
Q4
$125K Buy
1,845
+2
+0.1% +$135 ﹤0.01% 832
2024
Q3
$127K Sell
1,843
-286
-13% -$19.7K 0.01% 818
2024
Q2
$139K Sell
2,129
-1,469
-41% -$96.1K 0.01% 772
2024
Q1
$253K Buy
3,598
+2,762
+330% +$194K 0.01% 638
2023
Q4
$54.9K Buy
836
+8
+1% +$525 ﹤0.01% 716
2023
Q3
$48.5K Hold
828
﹤0.01% 765
2023
Q2
$51.9K Buy
+828
New +$51.9K ﹤0.01% 753
2015
Q2
Hold
0
401
2015
Q1
Hold
0
373