Kestra Advisory Services’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 | $1.23M | Buy |
16,475
+1,521
| +10% | +$118K | ﹤0.01% | 1587 |
|
|
2025
Q4 | $1.11M | Buy |
14,954
+9,925
| +197% | +$721K | ﹤0.01% | 1582 |
|
|
2025
Q3 | $361K | Sell |
5,029
-28
| -0.6% | -$1.97K | ﹤0.01% | 2296 |
|
|
2025
Q2 | $347K | Buy |
5,057
+1,481
| +41% | +$94.5K | ﹤0.01% | 2246 |
|
|
2025
Q1 | $229K | Buy |
+3,576
| New | +$246K | ﹤0.01% | 2381 |
|
|
2024
Q4 | – | Sell |
-5,030
| Closed | -$347K | – | 2741 |
|
|
2024
Q3 | $347K | Sell |
5,030
-677
| -12% | -$44.6K | ﹤0.01% | 2008 |
|
|
2024
Q2 | $332K | Buy |
+5,707
| New | +$375K | ﹤0.01% | 2052 |
|
|
2024
Q1 | – | Sell |
-6,452
| Closed | -$423K | – | 2499 |
|
|
2023
Q4 | $423K | Sell |
6,452
-520
| -7% | -$31.2K | ﹤0.01% | 1621 |
|
|
2023
Q3 | $407K | Buy |
6,972
+304
| +5% | +$19K | ﹤0.01% | 1482 |
|
|
2023
Q2 | $416K | Sell |
6,668
-660
| -9% | -$37.8K | ﹤0.01% | 1419 |
|
|
2023
Q1 | $418K | Sell |
7,328
-3,296
| -31% | -$189K | ﹤0.01% | 1373 |
|
|
2022
Q4 | $567K | Buy |
10,624
+2,656
| +33% | +$143K | 0.01% | 1335 |
|
|
2022
Q3 | $392K | Sell |
7,968
-4,236
| -35% | -$239K | ﹤0.01% | 1452 |
|
|
2022
Q2 | $650K | Sell |
12,204
-2,476
| -17% | -$144K | 0.01% | 1171 |
|
|
2022
Q1 | $991K | Buy |
14,680
+3,212
| +28% | +$211K | 0.01% | 967 |
|
|
2021
Q4 | $793K | Sell |
11,468
-8,372
| -42% | -$559K | 0.01% | 1077 |
|
|
2021
Q3 | $1.21M | Buy |
19,840
+8,328
| +72% | +$527K | 0.01% | 916 |
|
|
2021
Q2 | $748K | Sell |
11,512
-448
| -4% | -$29.9K | 0.01% | 1079 |
|
|
2021
Q1 | $770K | Sell |
11,960
-9,732
| -45% | -$571K | 0.01% | 983 |
|
|
2020
Q4 | $1.19M | Buy |
+21,692
| New | +$1.16M | 0.01% | 781 |
|
Other funds holding IYT
MMH
FFB
