CAPTRUST Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $285K | Sell |
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|
2025
Q1 | $268K | Buy |
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|
2024
Q4 | $283K | Buy |
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|
2024
Q3 | $288K | Sell |
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|
2024
Q2 | $285K | Hold |
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|
2024
Q1 | $306K | Sell |
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|
2023
Q4 | $293K | Buy |
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|
2023
Q3 | $260K | Buy |
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|
2023
Q2 | $271K | Hold |
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|
2023
Q1 | $247K | Buy |
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|
2022
Q4 | $229K | Buy |
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|
2022
Q3 | $210K | Hold |
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|
2022
Q2 | $228K | Buy |
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|
2022
Q1 | $21K | Sell |
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|
2021
Q4 | $26K | Sell |
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|
2021
Q3 | $48K | Buy |
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|
2021
Q2 | $46K | Buy |
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|
2021
Q1 | $18K | Hold |
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|
2020
Q4 | $15K | Hold |
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|
2020
Q3 | $14K | Buy |
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|
2020
Q2 | $8K | Sell |
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|
2020
Q1 | $278K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $9K | Hold |
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|
2019
Q2 | $9K | Hold |
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|
2019
Q1 | $9K | Hold |
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|
2018
Q4 | $8K | Hold |
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|
2018
Q3 | $10K | Hold |
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|
2018
Q2 | $9K | Hold |
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|
2018
Q1 | $9K | Hold |
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|
2017
Q4 | $10K | Hold |
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|
2017
Q3 | $9K | Hold |
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|
2017
Q2 | $9K | Buy |
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