Beacon Pointe Advisors’s iShares US Transportation ETF IYT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $274K | Sell |
4,000
-200
| -5% | -$13.7K | ﹤0.01% | 1068 |
|
|
2025
Q1 | $269K | Hold |
4,200
| – | – | ﹤0.01% | 1051 |
|
|
2024
Q4 | $284K | Sell |
4,200
-200
| -5% | -$13.5K | ﹤0.01% | 1023 |
|
|
2024
Q3 | $303K | Sell |
4,400
-320
| -7% | -$22.1K | ﹤0.01% | 1006 |
|
|
2024
Q2 | $309K | Hold |
4,720
| – | – | ﹤0.01% | 1025 |
|
|
2024
Q1 | $332K | Sell |
4,720
-32
| -0.7% | -$2.25K | ﹤0.01% | 1067 |
|
|
2023
Q4 | $312K | Sell |
4,752
-1,740
| -27% | -$114K | ﹤0.01% | 1053 |
|
|
2023
Q3 | $379K | Buy |
6,492
+40
| +0.6% | +$2.34K | ﹤0.01% | 966 |
|
|
2023
Q2 | $403K | Hold |
6,452
| – | – | 0.01% | 777 |
|
|
2023
Q1 | $368K | Sell |
6,452
-1,200
| -16% | -$68.4K | 0.01% | 853 |
|
|
2022
Q4 | $409K | Hold |
7,652
| – | – | 0.01% | 759 |
|
|
2022
Q3 | $379K | Sell |
7,652
-296
| -4% | -$14.7K | 0.01% | 730 |
|
|
2022
Q2 | $424K | Sell |
7,948
-184
| -2% | -$9.82K | 0.01% | 704 |
|
|
2022
Q1 | $549K | Buy |
8,132
+556
| +7% | +$37.5K | 0.01% | 784 |
|
|
2021
Q4 | $524K | Buy |
7,576
+400
| +6% | +$27.7K | 0.01% | 558 |
|
|
2021
Q3 | $436K | Buy |
7,176
+1,260
| +21% | +$76.6K | 0.01% | 578 |
|
|
2021
Q2 | $384K | Buy |
+5,916
| New | +$384K | 0.01% | 571 |
|