Institute for Wealth Management’s iShares US Transportation ETF IYT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $652K | Sell |
9,513
-239
| -2% | -$16.4K | 0.07% | 261 |
|
|
2025
Q1 | $624K | Buy |
9,752
+95
| +1% | +$6.08K | 0.08% | 254 |
|
|
2024
Q4 | $653K | Hold |
9,657
| – | – | 0.08% | 243 |
|
|
2024
Q3 | $665K | Sell |
9,657
-80
| -0.8% | -$5.51K | 0.08% | 239 |
|
|
2024
Q2 | $637K | Buy |
9,737
+35
| +0.4% | +$2.29K | 0.09% | 236 |
|
|
2024
Q1 | $683K | Sell |
9,702
-66
| -0.7% | -$4.65K | 0.09% | 225 |
|
|
2023
Q4 | $641K | Sell |
9,768
-140
| -1% | -$9.19K | 0.1% | 222 |
|
|
2023
Q3 | $579K | Sell |
9,908
-40
| -0.4% | -$2.34K | 0.1% | 229 |
|
|
2023
Q2 | $621K | Buy |
9,948
+204
| +2% | +$12.7K | 0.1% | 218 |
|
|
2023
Q1 | $555K | Sell |
9,744
-140
| -1% | -$7.98K | 0.11% | 242 |
|
|
2022
Q4 | $528K | Sell |
9,884
-12
| -0.1% | -$641 | 0.11% | 240 |
|
|
2022
Q3 | $486K | Buy |
9,896
+184
| +2% | +$9.04K | 0.11% | 242 |
|
|
2022
Q2 | $517K | Buy |
9,712
+536
| +6% | +$28.5K | 0.1% | 261 |
|
|
2022
Q1 | $619K | Buy |
9,176
+440
| +5% | +$29.7K | 0.1% | 245 |
|
|
2021
Q4 | $604K | Buy |
8,736
+380
| +5% | +$26.3K | 0.1% | 243 |
|
|
2021
Q3 | $508K | Buy |
8,356
+132
| +2% | +$8.03K | 0.09% | 272 |
|
|
2021
Q2 | $535K | Buy |
8,224
+860
| +12% | +$55.9K | 0.09% | 262 |
|
|
2021
Q1 | $474K | Buy |
7,364
+324
| +5% | +$20.9K | 0.09% | 275 |
|
|
2020
Q4 | $388K | Buy |
7,040
+1,868
| +36% | +$103K | 0.08% | 302 |
|
|
2020
Q3 | $257K | Buy |
+5,172
| New | +$257K | 0.06% | 345 |
|
|
2020
Q1 | – | Sell |
-4,436
| Closed | -$217K | – | 549 |
|
|
2019
Q4 | $217K | Buy |
4,436
+20
| +0.5% | +$978 | 0.05% | 406 |
|
|
2019
Q3 | $206K | Sell |
4,416
-312
| -7% | -$14.6K | 0.05% | 390 |
|
|
2019
Q2 | $222K | Sell |
4,728
-516
| -10% | -$24.2K | 0.05% | 411 |
|
|
2019
Q1 | $246K | Buy |
+5,244
| New | +$246K | 0.05% | 373 |
|