Cerity Partners’s iShares US Transportation ETF IYT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$388K	Buy	+5,664	New	+$388K	﹤0.01%	2008
2023 Q2	–	Sell	-4,396	Closed	-$250K	–	1807
2023 Q1	$250K	Sell	4,396 -748	-15%	-$42.6K	﹤0.01%	1621
2022 Q4	$275K	Buy	+5,144	New	+$275K	﹤0.01%	1178