Clarus Wealth Advisors’s iShares US Transportation ETF IYT Stock Holding History

Clarus Wealth Advisors’s Portfolio IYT Stock Details IYT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.61M	Buy	30,095 +2,885	+11%	+$236K	1%	30
2026 Q1	$2.05M	Buy	27,210 +1,845	+7%	+$143K	0.88%	36
2025 Q4	$1.97M	Buy	25,365 +739	+3%	+$53.7K	0.81%	38
2025 Q3	$1.78M	Sell	24,626 -35	-0.1%	-$2.47K	0.79%	38
2025 Q2	$1.75M	Buy	24,661 +2,529	+11%	+$161K	0.81%	32
2025 Q1	$1.36M	Sell	22,132 -1,109	-5%	-$76.4K	0.73%	35
2024 Q4	$1.6M	Sell	23,241 -636	-3%	-$45K	0.8%	34
2024 Q3	$1.6M	Buy	23,877 +1,114	+5%	+$73.4K	0.82%	36
2024 Q2	$1.46M	Buy	22,763 +579	+3%	+$38K	0.77%	39
2024 Q1	$1.5M	Sell	22,184 -380	-2%	-$25.7K	0.85%	32
2023 Q4	$1.46M	Buy	+22,564	New	+$1.35M	0.86%	29
2023 Q2	$1.43M	Buy	22,928 +2,016	+10%	+$116K	0.87%	30
2023 Q1	$1.16M	Buy	20,912 +2,144	+11%	+$123K	0.73%	34
2022 Q4	$1.06M	Sell	18,768 -420	-2%	-$22.7K	0.7%	34
2022 Q3	$958K	Buy	19,188 +100	+0.5%	+$5.65K	0.68%	34
2022 Q2	$1.02M	Buy	19,088 +432	+2%	+$25.1K	0.72%	33
2022 Q1	$1.13M	Sell	18,656 -392	-2%	-$25.8K	0.7%	32
2021 Q4	$1.29M	Buy	19,048 +300	+2%	+$20K	0.74%	30
2021 Q3	$1.18M	Buy	18,748 +1,536	+9%	+$97.1K	0.72%	32
2021 Q2	$1.11M	Buy	17,212 +8	+0%	+$535	0.7%	33
2021 Q1	$1.13M	Sell	17,204 -492	-3%	-$28.9K	0.71%	32
2020 Q4	$1M	Buy	17,696 +460	+3%	+$24.6K	0.67%	31
2020 Q3	$869K	Sell	17,236 -2,792	-14%	-$131K	0.67%	32
2020 Q2	$824K	Buy	20,028 +1,184	+6%	+$44.9K	0.69%	32
2020 Q1	$616K	Buy	18,844 +3,608	+24%	+$159K	0.62%	43
2019 Q4	$753K	Buy	+15,236	New	+$730K	0.5%	53
2019 Q3	–	Sell	-2,688	Closed	-$126K	–	361
2019 Q2	$126K	Sell	2,688 -7,136	-73%	-$337K	0.09%	165
2019 Q1	$460K	Buy	+9,824	New	+$447K	0.34%	41
2018 Q4	–	Sell	-28,692	Closed	-$1.47M	–	699
2018 Q3	$1.47M	Buy	28,692 +1,140	+4%	+$57K	0.96%	16
2018 Q2	$1.29M	Hold	27,552	–	–	0.97%	15
2018 Q1	$1.29M	Buy	27,552 +1,808	+7%	+$87.2K	1.19%	15
2017 Q4	$1.23M	Buy	+25,744	New	+$1.16M	1.19%	13