Clearstead Advisors’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 | $15K | Hold |
218
| – | – | ﹤0.01% | 1741 |
|
|
2025
Q1 | $13.9K | Buy |
218
+1
| +0.5% | +$64 | ﹤0.01% | 1513 |
|
|
2024
Q4 | $14.7K | Buy |
217
+1
| +0.5% | +$68 | ﹤0.01% | 1475 |
|
|
2024
Q3 | $14.9K | Hold |
216
| – | – | ﹤0.01% | 1498 |
|
|
2024
Q2 | $14.1K | Buy |
216
+1
| +0.5% | +$65 | ﹤0.01% | 1463 |
|
|
2024
Q1 | $14.3K | Buy |
+215
| New | +$14.3K | ﹤0.01% | 997 |
|
|
2022
Q1 | – | Sell |
-696
| Closed | -$48K | – | 1417 |
|
|
2021
Q4 | $48K | Buy |
+696
| New | +$48K | ﹤0.01% | 658 |
|