GWANC
Guardian Wealth Advisors (North Carolina)’s iShares US Transportation ETF IYT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.48K | Hold |
80
| – | – | ﹤0.01% | 505 |
|
|
2025
Q1 | $5.12K | Hold |
80
| – | – | ﹤0.01% | 483 |
|
|
2024
Q4 | $5.41K | Hold |
80
| – | – | ﹤0.01% | 462 |
|
|
2024
Q3 | $5.51K | Hold |
80
| – | – | ﹤0.01% | 404 |
|
|
2024
Q2 | $5.23K | Hold |
80
| – | – | ﹤0.01% | 387 |
|
|
2024
Q1 | $5.63K | Buy |
80
+60
| +300% | +$4.22K | ﹤0.01% | 400 |
|
|
2023
Q4 | $5.25K | Hold |
20
| – | – | ﹤0.01% | 395 |
|
|
2023
Q3 | $4.7K | Hold |
20
| – | – | ﹤0.01% | 378 |
|
|
2023
Q2 | $5K | Hold |
20
| – | – | ﹤0.01% | 363 |
|
|
2023
Q1 | $4.56K | Hold |
20
| – | – | ﹤0.01% | 362 |
|
|
2022
Q4 | $4.27K | Hold |
20
| – | – | ﹤0.01% | 335 |
|
|
2022
Q3 | $4K | Hold |
20
| – | – | ﹤0.01% | 311 |
|
|
2022
Q2 | $4K | Hold |
20
| – | – | ﹤0.01% | 320 |
|
|
2022
Q1 | $5K | Hold |
20
| – | – | ﹤0.01% | 227 |
|
|
2021
Q4 | $6K | Buy |
+20
| New | +$6K | ﹤0.01% | 217 |
|