CX Institutional’s iShares US Transportation ETF IYT Stock Holding History

CX Institutional’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	$438K	Sell	5,052 -2,779	-35%	-$227K	0.01%	506
2026 Q1	$584K	Buy	7,831 +1,322	+20%	+$103K	0.02%	429
2025 Q4	$485K	Buy	6,509 +1,567	+32%	+$114K	0.01%	431
2025 Q3	$354K	Sell	4,942 -1,836	-27%	-$129K	0.01%	520
2025 Q2	$465K	Buy	6,778 +6,718	+11,197%	+$429K	0.02%	385
2025 Q1	$4K	Buy	+60	New	+$4.13K	﹤0.01%	1089
2023 Q4	–	Sell	-5,892	Closed	-$344K	–	557
2023 Q3	$344K	Buy	+5,892	New	+$368K	0.02%	376
2022 Q4	–	Sell	-58,812	Closed	-$2.89M	–	539
2022 Q3	$2.89M	Buy	58,812 +18,184	+45%	+$1.03M	0.2%	128
2022 Q2	$2.16M	Buy	40,628 +26,396	+185%	+$1.54M	0.16%	159
2022 Q1	$960K	Sell	14,232 -41,356	-74%	-$2.72M	0.08%	226
2021 Q4	$3.84M	Buy	55,588 +21,036	+61%	+$1.41M	0.31%	100
2021 Q3	$2.1M	Sell	34,552 -1,452	-4%	-$91.8K	0.17%	141
2021 Q2	$2.34M	Sell	36,004 -2,888	-7%	-$193K	0.19%	128
2021 Q1	$2.5M	Buy	38,892 +124	+0.3%	+$7.28K	0.22%	110
2020 Q4	$2.14M	Buy	38,768 +38,744	+161,433%	+$2.07M	0.21%	148
2020 Q3	$1K	Sell	24 -52	-68%	-$2.43K	﹤0.01%	847
2020 Q2	$3K	Sell	76 -45,180	-100%	-$1.71M	﹤0.01%	718
2020 Q1	$1.56M	Buy	45,256 +20,476	+83%	+$900K	0.26%	80
2019 Q4	$1.21M	Sell	24,780 -296	-1%	-$14.2K	0.21%	99
2019 Q3	$1.17M	Buy	25,076 +24,924	+16,397%	+$1.16M	0.19%	113
2019 Q2	$7K	Sell	152 -27,188	-99%	-$1.28M	﹤0.01%	552
2019 Q1	$1.28M	Buy	27,340 +5,572	+26%	+$253K	0.23%	111
2018 Q4	$898K	Buy	21,768 +7,780	+56%	+$359K	0.19%	95
2018 Q3	$715K	Buy	+13,988	New	+$699K	0.24%	93

Other funds holding IYT

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Clarus Wealth Advisors Peoria, Arizona $260M AUM 27.97% 1-Year Est. Return

Sage Capital Advisors Sioux Falls, South Dakota $481M AUM 34.73% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Harrell Investment Partners Austin, Texas $461M AUM 31.07% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return