Geneos Wealth 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 | $225K | Sell |
|
|||||
|
2025
Q2 | $364K | Sell |
|
|||||
|
2025
Q1 | $478K | Buy |
|
|||||
|
2024
Q4 | $126K | Hold |
|
|||||
|
2024
Q3 | $129K | Hold |
|
|||||
|
2024
Q2 | $122K | Hold |
|
|||||
|
2024
Q1 | $132K | Hold |
|
|||||
|
2023
Q4 | $123K | Hold |
|
|||||
|
2023
Q3 | $109K | Hold |
|
|||||
|
2023
Q2 | $117K | Hold |
|
|||||
|
2023
Q1 | $106K | Sell |
|
|||||
|
2022
Q4 | $114K | Hold |
|
|||||
|
2022
Q3 | $104K | Sell |
|
|||||
|
2022
Q2 | $160K | Hold |
|
|||||
|
2022
Q1 | $200K | Hold |
|
|||||
|
2021
Q4 | $205K | Hold |
|
|||||
|
2021
Q3 | $184K | Hold |
|
|||||
|
2021
Q2 | $195K | Sell |
|
|||||
|
2021
Q1 | $225K | Buy |
|
|||||
|
2020
Q4 | $172K | Sell |
|
|||||
|
2020
Q3 | $193K | Buy |
|
|||||
|
2020
Q2 | $131K | Sell |
|
|||||
|
2020
Q1 | $121K | Sell |
|
|||||
|
2019
Q4 | $493K | Hold |
|
|||||
|
2019
Q3 | $467K | Sell |
|
|||||
|
2019
Q2 | $481K | Sell |
|
|||||
|
2019
Q1 | $482K | Hold |
|
|||||
|
2018
Q4 | $421K | Hold |
|
|||||
|
2018
Q3 | $526K | Buy |
|
|||||
|
2018
Q2 | $453K | Hold |
|
|||||
|
2018
Q1 | $455K | Sell |
|
|||||
|
2017
Q4 | $476K | Sell |
|
|||||
|
2017
Q3 | $473K | Sell |
|
|||||
|
2017
Q2 | $487K | Sell |
|
|||||
|
2017
Q1 | $485K | Buy |
|
|||||
|
2016
Q4 | $465K | Sell |
|
|||||
|
2016
Q3 | $449K | Hold |
|
|||||
|
2016
Q2 | $419K | Sell |
|
|||||
|
2016
Q1 | $2.15M | Buy |
|