IFP Advisors’s iShares US Transportation ETF IYT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $61.7K | Hold |
900
| – | – | ﹤0.01% | 1934 |
|
|
2025
Q1 | $57.6K | Hold |
900
| – | – | ﹤0.01% | 1829 |
|
|
2024
Q4 | $60.8K | Buy |
+900
| New | +$60.8K | ﹤0.01% | 1729 |
|
|
2023
Q4 | – | Hold |
0
| – | -$1.17K | – | 3203 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 2967 |
|
|
2023
Q1 | – | Sell |
-276
| Closed | -$15K | – | 3926 |
|
|
2022
Q4 | $15K | Sell |
276
-2,212
| -89% | -$120K | ﹤0.01% | 3113 |
|
|
2022
Q3 | $124K | Hold |
2,488
| – | – | ﹤0.01% | 1708 |
|
|
2022
Q2 | $124K | Hold |
2,488
| – | – | ﹤0.01% | 1549 |
|
|
2022
Q1 | $124K | Buy |
+2,488
| New | +$124K | ﹤0.01% | 1549 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 3971 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3715 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 3625 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3495 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3372 |
|
|
2020
Q2 | – | Sell |
-100
| Closed | -$4K | – | 3229 |
|
|
2020
Q1 | $4K | Hold |
100
| – | – | ﹤0.01% | 2130 |
|
|
2019
Q4 | $5K | Hold |
100
| – | – | ﹤0.01% | 2169 |
|
|
2019
Q3 | $5K | Buy |
+100
| New | +$5K | ﹤0.01% | 2333 |
|
|
2019
Q1 | $20K | Sell |
424
-1,248
| -75% | -$58.9K | ﹤0.01% | 1355 |
|
|
2018
Q4 | $68K | Sell |
1,672
-408
| -20% | -$16.6K | ﹤0.01% | 1403 |
|
|
2018
Q3 | $106K | Buy |
2,080
+500
| +32% | +$25.5K | ﹤0.01% | 1431 |
|
|
2018
Q2 | $74K | Sell |
1,580
-1,524
| -49% | -$71.4K | ﹤0.01% | 1660 |
|
|
2018
Q1 | $149K | Hold |
3,104
| – | – | 0.01% | 1135 |
|
|
2017
Q4 | $149K | Sell |
3,104
-64
| -2% | -$3.07K | 0.01% | 1132 |
|
|
2017
Q3 | $141K | Buy |
3,168
+2,000
| +171% | +$89K | 0.01% | 1346 |
|
|
2017
Q2 | $50K | Sell |
1,168
-17,304
| -94% | -$741K | ﹤0.01% | 1957 |
|
|
2017
Q1 | $757K | Buy |
18,472
+17,304
| +1,482% | +$709K | 0.03% | 512 |
|
|
2016
Q4 | $48K | Buy |
1,168
+80
| +7% | +$3.29K | ﹤0.01% | 1894 |
|
|
2016
Q3 | $40K | Hold |
1,088
| – | – | ﹤0.01% | 1950 |
|
|
2016
Q2 | $36K | Buy |
1,088
+664
| +157% | +$22K | ﹤0.01% | 1960 |
|
|
2016
Q1 | $20K | Sell |
424
-6,268
| -94% | -$296K | ﹤0.01% | 1355 |
|
|
2015
Q4 | $225K | Buy |
+6,692
| New | +$225K | 0.02% | 781 |
|