Capital Planning Advisors’s iShares US Transportation ETF IYT Stock Holding History

Capital Planning Advisors’s Portfolio IYT Stock Details IYT Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$1.11M	Buy
2017 Q3	–	Sell
2017 Q2	$207K	Sell
2017 Q1	$208K	Buy