Jones Financial Companies’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 | $1.95M | Buy |
28,546
+273
| +1% | +$18.7K | ﹤0.01% | 760 |
|
|
2025
Q1 | $1.8M | Buy |
28,273
+3,039
| +12% | +$193K | ﹤0.01% | 684 |
|
|
2024
Q4 | $1.71M | Buy |
25,234
+8,683
| +52% | +$587K | ﹤0.01% | 603 |
|
|
2024
Q3 | $1.14M | Buy |
16,551
+3,914
| +31% | +$269K | ﹤0.01% | 577 |
|
|
2024
Q2 | $827K | Buy |
12,637
+10,229
| +425% | +$669K | ﹤0.01% | 455 |
|
|
2024
Q1 | $170K | Buy |
+2,408
| New | +$170K | ﹤0.01% | 488 |
|
|
2021
Q4 | – | Sell |
-408
| Closed | -$25K | – | 763 |
|
|
2021
Q3 | $25K | Buy |
+408
| New | +$25K | ﹤0.01% | 400 |
|