Intrepid Financial Planning Group’s iShares US Transportation ETF IYT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $483K | Hold |
7,042
| – | – | 0.2% | 74 |
|
|
2025
Q1 | $451K | Sell |
7,042
-800
| -10% | -$51.2K | 0.21% | 72 |
|
|
2024
Q4 | $530K | Sell |
7,842
-260
| -3% | -$17.6K | 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% | -$141 | 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% | -$20.2K | 0.24% | 64 |
|
|
2023
Q1 | $480K | Hold |
8,428
| – | – | 0.24% | 62 |
|
|
2022
Q4 | $450K | Sell |
8,428
-120
| -1% | -$6.41K | 0.24% | 62 |
|
|
2022
Q3 | $420K | Hold |
8,548
| – | – | 0.24% | 61 |
|
|
2022
Q2 | $455K | Buy |
+8,548
| New | +$455K | 0.25% | 58 |
|