CWA
Clarus Wealth Advisors’s iShares US Transportation ETF IYT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.75M | Buy |
24,661
+2,529
| +11% | +$180K | 0.81% | 32 |
|
|
2025
Q1 | $1.36M | Sell |
22,132
-1,109
| -5% | -$68.1K | 0.73% | 35 |
|
|
2024
Q4 | $1.6M | Sell |
23,241
-636
| -3% | -$43.9K | 0.8% | 34 |
|
|
2024
Q3 | $1.6M | Buy |
23,877
+1,114
| +5% | +$74.9K | 0.82% | 36 |
|
|
2024
Q2 | $1.46M | Buy |
22,763
+579
| +3% | +$37K | 0.77% | 39 |
|
|
2024
Q1 | $1.5M | Buy |
22,184
+16,543
| +293% | +$1.12M | 0.85% | 32 |
|
|
2023
Q4 | $1.46M | Buy |
+5,641
| New | +$1.46M | 0.86% | 29 |
|
|
2023
Q2 | $1.43M | Buy |
5,732
+504
| +10% | +$126K | 0.87% | 30 |
|
|
2023
Q1 | $1.16M | Buy |
5,228
+536
| +11% | +$119K | 0.73% | 34 |
|
|
2022
Q4 | $1.06M | Sell |
4,692
-105
| -2% | -$23.8K | 0.7% | 34 |
|
|
2022
Q3 | $958K | Buy |
4,797
+25
| +0.5% | +$4.99K | 0.68% | 34 |
|
|
2022
Q2 | $1.02M | Buy |
4,772
+108
| +2% | +$23.1K | 0.72% | 33 |
|
|
2022
Q1 | $1.13M | Sell |
4,664
-98
| -2% | -$23.7K | 0.7% | 32 |
|
|
2021
Q4 | $1.29M | Buy |
4,762
+75
| +2% | +$20.3K | 0.74% | 30 |
|
|
2021
Q3 | $1.18M | Buy |
4,687
+384
| +9% | +$96.3K | 0.72% | 32 |
|
|
2021
Q2 | $1.11M | Buy |
4,303
+2
| +0% | +$517 | 0.7% | 33 |
|
|
2021
Q1 | $1.13M | Sell |
4,301
-123
| -3% | -$32.3K | 0.71% | 32 |
|
|
2020
Q4 | $1.01M | Buy |
4,424
+115
| +3% | +$26.1K | 0.67% | 31 |
|
|
2020
Q3 | $869K | Sell |
4,309
-698
| -14% | -$141K | 0.67% | 32 |
|
|
2020
Q2 | $824K | Buy |
5,007
+296
| +6% | +$48.7K | 0.69% | 32 |
|
|
2020
Q1 | $616K | Buy |
4,711
+902
| +24% | +$118K | 0.62% | 43 |
|
|
2019
Q4 | $753K | Buy |
+3,809
| New | +$753K | 0.5% | 53 |
|
|
2019
Q3 | – | Sell |
-672
| Closed | -$126K | – | 361 |
|
|
2019
Q2 | $126K | Sell |
672
-1,784
| -73% | -$335K | 0.09% | 165 |
|
|
2019
Q1 | $460K | Buy |
+2,456
| New | +$460K | 0.34% | 41 |
|
|
2018
Q4 | – | Sell |
-7,173
| Closed | -$1.47M | – | 698 |
|
|
2018
Q3 | $1.47M | Buy |
7,173
+285
| +4% | +$58.3K | 0.96% | 16 |
|
|
2018
Q2 | $1.29M | Hold |
6,888
| – | – | 0.97% | 15 |
|
|
2018
Q1 | $1.29M | Buy |
6,888
+452
| +7% | +$84.5K | 1.19% | 15 |
|
|
2017
Q4 | $1.23M | Buy |
+6,436
| New | +$1.23M | 1.19% | 13 |
|