Congress Wealth Management’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 | $951K | Buy |
13,873
+30
| +0.2% | +$2.06K | 0.01% | 724 |
|
|
2025
Q1 | $889K | Buy |
13,843
+1,995
| +17% | +$128K | 0.01% | 662 |
|
|
2024
Q4 | $801K | Buy |
11,848
+111
| +0.9% | +$7.5K | 0.01% | 555 |
|
|
2024
Q3 | $809K | Buy |
11,737
+1,195
| +11% | +$82.4K | 0.01% | 552 |
|
|
2024
Q2 | $690K | Buy |
10,542
+1
| +0% | +$65 | 0.01% | 486 |
|
|
2024
Q1 | $742K | Buy |
10,541
+57
| +0.5% | +$4.01K | 0.01% | 403 |
|
|
2023
Q4 | $688K | Buy |
10,484
+76
| +0.7% | +$4.99K | 0.01% | 426 |
|
|
2023
Q3 | $608K | Buy |
+10,408
| New | +$608K | 0.01% | 432 |
|