EP Wealth Advisors’s iShares US Transportation ETF IYT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $106K | Sell |
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|
2025
Q1 | $134K | Sell |
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|
2024
Q4 | $180K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $135K | Sell |
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|
2024
Q1 | $151K | Buy |
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|
2023
Q4 | $138K | Hold |
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|
2023
Q3 | $123K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $113K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $113K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $327K | Buy |
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