Ferguson Wellman Capital Management’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
Q3 | $512K | Buy |
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|
2025
Q2 | $486K | Sell |
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|
2025
Q1 | $481K | Sell |
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|
2024
Q4 | $543K | Sell |
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|
2024
Q3 | $610K | Hold |
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|
2024
Q2 | $579K | Sell |
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|
2024
Q1 | $666K | Sell |
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|
2023
Q4 | $680K | Hold |
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|
2023
Q3 | $605K | Hold |
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|
2023
Q2 | $647K | Sell |
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|
2023
Q1 | $689K | Hold |
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|
2022
Q4 | $646K | Hold |
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|
2022
Q3 | $595K | Sell |
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|
2022
Q2 | $689K | Hold |
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|
2022
Q1 | $873K | Sell |
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|
2021
Q4 | $905K | Hold |
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|
2021
Q3 | $796K | Hold |
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|
2021
Q2 | $851K | Sell |
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|
2021
Q1 | $877K | Sell |
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|
2020
Q4 | $815K | Sell |
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|
2020
Q3 | $777K | Sell |
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|
2020
Q2 | $686K | Sell |
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|
2020
Q1 | $690K | Sell |
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|
2019
Q4 | $1.46M | Hold |
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|
2019
Q3 | $1.39M | Sell |
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|
2019
Q2 | $1.45M | Sell |
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|
2019
Q1 | $2.02M | Sell |
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|
2018
Q4 | $2.68M | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $5.32M | Buy |
|