KKM Financial’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
$1.16M Sell
17,065
-5,658
-25% -$386K 0.4% 63
2025
Q1
$1.45M Sell
22,723
-4,392
-16% -$280K 0.61% 57
2024
Q4
$1.86M Sell
27,115
-8,076
-23% -$554K 0.78% 52
2024
Q3
$2.43M Sell
35,191
-12,065
-26% -$831K 1.2% 35
2024
Q2
$4.23M Sell
47,256
-17,511
-27% -$1.57M 2% 8
2024
Q1
$4.56M Buy
64,767
+33,771
+109% +$2.38M 2.22% 5
2023
Q4
$2.03M Buy
+30,996
New +$2.03M 1.28% 28