J.W. Cole Advisors’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 | – | Sell |
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|
2025
Q4 | $151K | Sell |
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|
2025
Q3 | $2.01M | Buy |
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|
2025
Q2 | $1.84M | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $1.6M | Sell |
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|
2024
Q3 | $1.73M | Buy |
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|
2024
Q2 | $1.64M | Buy |
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|
2024
Q1 | $1.67M | Buy |
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|
2023
Q4 | $1.47M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $207K | Sell |
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|
2022
Q1 | $681K | Sell |
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|
2021
Q4 | $1.77M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $2.25M | Buy |
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|
2021
Q1 | $2.18M | Buy |
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|
2020
Q4 | $1.79M | Buy |
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|
2020
Q3 | $1.06M | Buy |
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