Carson Wealth (CWM LLC)’s iShares US Transportation ETF IYT Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$21K	Hold	304	–	–	﹤0.01%	3873
2025 Q1	$19K	Sell	304 -156	-34%	-$9.75K	﹤0.01%	3708
2024 Q4	$31K	Buy	460 +212	+85%	+$14.3K	﹤0.01%	3144
2024 Q3	$17K	Hold	248	–	–	﹤0.01%	3460
2024 Q2	$16K	Hold	248	–	–	﹤0.01%	3263
2024 Q1	$17K	Hold	248	–	–	﹤0.01%	3011
2023 Q4	$16K	Hold	248	–	–	﹤0.01%	2907
2023 Q3	$14K	Hold	248	–	–	﹤0.01%	2918
2023 Q2	$15K	Hold	248	–	–	﹤0.01%	2814
2023 Q1	$14K	Hold	248	–	–	﹤0.01%	2741
2022 Q4	$13K	Hold	248	–	–	﹤0.01%	2647
2022 Q3	$12K	Hold	248	–	–	﹤0.01%	2568
2022 Q2	$13K	Hold	248	–	–	﹤0.01%	2420
2022 Q1	$17K	Hold	248	–	–	﹤0.01%	2174
2021 Q4	$17K	Buy	+248	New	+$17K	﹤0.01%	2074
2021 Q2	$22K	Hold	332	–	–	﹤0.01%	1746
2021 Q1	$22K	Hold	332	–	–	﹤0.01%	1746
2020 Q4	$22K	Hold	332	–	–	﹤0.01%	1746
2020 Q3	$22K	Hold	332	–	–	﹤0.01%	1746
2020 Q2	$22K	Hold	332	–	–	﹤0.01%	1746
2020 Q1	$22K	Hold	332	–	–	﹤0.01%	1746
2019 Q4	$22K	Hold	332	–	–	﹤0.01%	1746
2019 Q3	$22K	Hold	332	–	–	﹤0.01%	1746
2019 Q2	$22K	Hold	332	–	–	﹤0.01%	1746
2019 Q1	$22K	Sell	332 -728	-69%	-$48.2K	﹤0.01%	1746
2018 Q4	$44K	Hold	1,060	–	–	﹤0.01%	903
2018 Q3	$54K	Buy	1,060 +48	+5%	+$2.45K	﹤0.01%	730
2018 Q2	$47K	Buy	+1,012	New	+$47K	﹤0.01%	641
2016 Q1	–	Sell	-14,664	Closed	-$494K	–	780
2015 Q4	$494K	Buy	+14,664	New	+$494K	0.05%	175