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 |
|