Beacon Pointe Advisors’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	$440K	Sell	5,894 -1,041	-15%	-$80.9K	﹤0.01%	1356
2025 Q4	$517K	Buy	6,935 +2,935	+73%	+$213K	﹤0.01%	1067
2025 Q3	$287K	Hold	4,000	–	–	﹤0.01%	1200
2025 Q2	$274K	Sell	4,000 -200	-5%	-$12.8K	﹤0.01%	1083
2025 Q1	$269K	Hold	4,200	–	–	﹤0.01%	1066
2024 Q4	$284K	Sell	4,200 -200	-5%	-$14.1K	﹤0.01%	1033
2024 Q3	$303K	Sell	4,400 -320	-7%	-$21.1K	﹤0.01%	1018
2024 Q2	$309K	Hold	4,720	–	–	﹤0.01%	1040
2024 Q1	$332K	Sell	4,720 -32	-0.7%	-$2.17K	﹤0.01%	1080
2023 Q4	$312K	Sell	4,752 -1,740	-27%	-$104K	﹤0.01%	1068
2023 Q3	$379K	Buy	6,492 +40	+0.6%	+$2.5K	﹤0.01%	974
2023 Q2	$403K	Hold	6,452	–	–	0.01%	785
2023 Q1	$368K	Sell	6,452 -1,200	-16%	-$68.6K	0.01%	853
2022 Q4	$409K	Hold	7,652	–	–	0.01%	759
2022 Q3	$379K	Sell	7,652 -296	-4%	-$16.7K	0.01%	730
2022 Q2	$424K	Sell	7,948 -184	-2%	-$10.7K	0.01%	704
2022 Q1	$549K	Buy	8,132 +556	+7%	+$36.6K	0.01%	784
2021 Q4	$524K	Buy	7,576 +400	+6%	+$26.7K	0.01%	558
2021 Q3	$436K	Buy	7,176 +1,260	+21%	+$79.7K	0.01%	578
2021 Q2	$384K	Buy	+5,916	New	+$395K	0.01%	571