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Belpointe Asset Management’s iShares US Transportation ETF IYT Stock Holding History

Belpointe Asset Management’s Portfolio IYT Stock Details IYT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$207K Buy
+2,781
New +$216K 0.01% 1002
2023
Q2 		– Sell
-2,308
Closed -$132K – 1990
2023
Q1 		$132K Buy
2,308
+436
+23% +$24.9K 0.01% 1160
2022
Q4 		$100K Sell
1,872
-3,496
-65% -$189K 0.01% 1236
2022
Q3 		$263K Sell
5,368
-680
-11% -$38.4K 0.02% 734
2022
Q2 		$322K Buy
6,048
+1,764
+41% +$103K 0.02% 650
2022
Q1 		$289K Buy
+4,284
New +$282K 0.02% 738
2021
Q2 		– Sell
-4,940
Closed -$318K – 1160
2021
Q1 		$318K Sell
4,940
-2,100
-30% -$123K 0.03% 581
2020
Q4 		$388K Buy
+7,040
New +$376K 0.03% 472

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