Institute for 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $750K | Buy |
10,052
+16
| +0.2% | +$1.24K | 0.08% | 243 |
|
|
2025
Q4 | $748K | Buy |
10,036
+741
| +8% | +$53.8K | 0.08% | 239 |
|
|
2025
Q3 | $667K | Sell |
9,295
-218
| -2% | -$15.4K | 0.07% | 267 |
|
|
2025
Q2 | $652K | Sell |
9,513
-239
| -2% | -$15.2K | 0.07% | 262 |
|
|
2025
Q1 | $624K | Buy |
9,752
+95
| +1% | +$6.55K | 0.08% | 255 |
|
|
2024
Q4 | $653K | Hold |
9,657
| – | – | 0.08% | 244 |
|
|
2024
Q3 | $665K | Sell |
9,657
-80
| -0.8% | -$5.27K | 0.08% | 239 |
|
|
2024
Q2 | $637K | Buy |
9,737
+35
| +0.4% | +$2.3K | 0.09% | 236 |
|
|
2024
Q1 | $683K | Sell |
9,702
-66
| -0.7% | -$4.47K | 0.09% | 227 |
|
|
2023
Q4 | $641K | Sell |
9,768
-140
| -1% | -$8.39K | 0.1% | 224 |
|
|
2023
Q3 | $579K | Sell |
9,908
-40
| -0.4% | -$2.5K | 0.11% | 234 |
|
|
2023
Q2 | $621K | Buy |
9,948
+204
| +2% | +$11.7K | 0.11% | 224 |
|
|
2023
Q1 | $555K | Sell |
9,744
-140
| -1% | -$8.01K | 0.11% | 247 |
|
|
2022
Q4 | $528K | Sell |
9,884
-12
| -0.1% | -$648 | 0.11% | 246 |
|
|
2022
Q3 | $486K | Buy |
9,896
+184
| +2% | +$10.4K | 0.11% | 242 |
|
|
2022
Q2 | $517K | Buy |
9,712
+536
| +6% | +$31.2K | 0.1% | 263 |
|
|
2022
Q1 | $619K | Buy |
9,176
+440
| +5% | +$28.9K | 0.1% | 248 |
|
|
2021
Q4 | $604K | Buy |
8,736
+380
| +5% | +$25.4K | 0.1% | 243 |
|
|
2021
Q3 | $508K | Buy |
8,356
+132
| +2% | +$8.35K | 0.09% | 274 |
|
|
2021
Q2 | $535K | Buy |
8,224
+860
| +12% | +$57.5K | 0.09% | 262 |
|
|
2021
Q1 | $474K | Buy |
7,364
+324
| +5% | +$19K | 0.09% | 277 |
|
|
2020
Q4 | $388K | Buy |
7,040
+1,868
| +36% | +$99.7K | 0.08% | 307 |
|
|
2020
Q3 | $257K | Buy |
+5,172
| New | +$242K | 0.06% | 349 |
|
|
2020
Q1 | – | Sell |
-4,436
| Closed | -$217K | – | 556 |
|
|
2019
Q4 | $217K | Buy |
4,436
+20
| +0.5% | +$959 | 0.05% | 407 |
|
|
2019
Q3 | $206K | Sell |
4,416
-312
| -7% | -$14.6K | 0.05% | 390 |
|
|
2019
Q2 | $222K | Sell |
4,728
-516
| -10% | -$24.4K | 0.05% | 411 |
|
|
2019
Q1 | $246K | Buy |
+5,244
| New | +$239K | 0.05% | 373 |
|
Other funds holding IYT
MMH
FFB
