Blue Bell Private Wealth Management’s iShares US Transportation ETF IYT Stock Holding History

Blue Bell Private Wealth Management’s Portfolio IYT Stock Details IYT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.37K	Hold	20	–	–	﹤0.01%	655
2025 Q1	$1.28K	Hold	20	–	–	﹤0.01%	650
2024 Q4	$1.35K	Hold	20	–	–	﹤0.01%	611
2024 Q3	$1.38K	Hold	20	–	–	﹤0.01%	630
2024 Q2	$1.31K	Hold	20	–	–	﹤0.01%	657
2024 Q1	$1.41K	Sell	20 -100	-83%	-$7.04K	﹤0.01%	657
2023 Q4	$7.87K	Hold	120	–	–	﹤0.01%	525
2023 Q3	$7.01K	Hold	120	–	–	﹤0.01%	466
2023 Q2	$7.5K	Hold	120	–	–	﹤0.01%	451
2023 Q1	$6.84K	Hold	120	–	–	﹤0.01%	426
2022 Q4	$6.41K	Hold	120	–	–	﹤0.01%	428
2022 Q3	$6K	Buy	+120	New	+$6K	﹤0.01%	439
2022 Q1	–	Sell	-100	Closed	-$7K	–	895
2021 Q4	$7K	Buy	+100	New	+$7K	﹤0.01%	467
2020 Q1	–	Sell	-1,000	Closed	-$49K	–	201
2019 Q4	$49K	Hold	1,000	–	–	0.02%	108
2019 Q3	$47K	Sell	1,000 -200	-17%	-$9.4K	0.02%	106
2019 Q2	$56K	Hold	1,200	–	–	0.03%	97
2019 Q1	$56K	Hold	1,200	–	–	0.03%	102
2018 Q4	$50K	Hold	1,200	–	–	0.03%	105
2018 Q3	$61K	Hold	1,200	–	–	0.03%	105
2018 Q2	$56K	Sell	1,200 -400	-25%	-$18.7K	0.03%	106
2018 Q1	$74K	Hold	1,600	–	–	0.03%	111
2017 Q4	$76K	Hold	1,600	–	–	0.03%	108
2017 Q3	$71K	Hold	1,600	–	–	0.03%	110
2017 Q2	$69K	Hold	1,600	–	–	0.03%	115
2017 Q1	$66K	Sell	1,600 -200	-11%	-$8.25K	0.04%	113
2016 Q4	$74K	Hold	1,800	–	–	0.05%	107
2016 Q3	$66K	Sell	1,800 -400	-18%	-$14.7K	0.04%	173
2016 Q2	$74K	Hold	2,200	–	–	0.05%	160
2016 Q1	$78K	Sell	2,200 -600	-21%	-$21.3K	0.05%	172
2015 Q4	$94K	Sell	2,800 -800	-22%	-$26.9K	0.06%	154
2015 Q3	$126K	Hold	3,600	–	–	0.09%	126
2015 Q2	$130K	Sell	3,600 -200	-5%	-$7.22K	0.08%	124
2015 Q1	$148K	Hold	3,800	–	–	0.09%	118
2014 Q4	$155K	Sell	3,800 -1,000	-21%	-$40.8K	0.09%	117
2014 Q3	$181K	Buy	4,800 +2,000	+71%	+$75.4K	0.11%	113
2014 Q2	$103K	Buy	+2,800	New	+$103K	0.06%	147