Intrepid Financial Planning Group’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	$519K	Sell	6,957 -60	-0.9%	-$4.66K	0.21%	71
2025 Q4	$523K	Hold	7,017	–	–	0.2%	71
2025 Q3	$503K	Sell	7,017 -25	-0.4%	-$1.76K	0.19%	75
2025 Q2	$483K	Hold	7,042	–	–	0.2%	74
2025 Q1	$451K	Sell	7,042 -800	-10%	-$55.1K	0.21%	72
2024 Q4	$530K	Sell	7,842 -260	-3%	-$18.4K	0.22%	69
2024 Q3	$558K	Hold	8,102	–	–	0.24%	67
2024 Q2	$530K	Hold	8,102	–	–	0.23%	68
2024 Q1	$570K	Sell	8,102 -2	-0%	-$135	0.25%	67
2023 Q4	$532K	Hold	8,104	–	–	0.25%	63
2023 Q3	$474K	Hold	8,104	–	–	0.25%	63
2023 Q2	$506K	Sell	8,104 -324	-4%	-$18.6K	0.24%	64
2023 Q1	$480K	Hold	8,428	–	–	0.24%	62
2022 Q4	$450K	Sell	8,428 -120	-1%	-$6.48K	0.24%	62
2022 Q3	$420K	Hold	8,548	–	–	0.24%	61
2022 Q2	$455K	Buy	+8,548	New	+$497K	0.25%	58