Massachusetts Wealth Management’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	$1.14M	Sell	15,325 -900	-6%	-$70K	0.5%	69
2025 Q4	$1.21M	Sell	16,225 -238	-1%	-$17.3K	0.56%	65
2025 Q3	$1.18M	Buy	16,463 +530	+3%	+$37.4K	0.59%	66
2025 Q2	$1.09M	Buy	15,933 +235	+1%	+$15K	0.62%	64
2025 Q1	$1.01M	Sell	15,698 -360	-2%	-$24.8K	0.69%	62
2024 Q4	$1.09M	Buy	16,058 +825	+5%	+$58.3K	0.67%	63
2024 Q3	$1.05M	Buy	15,233 +345	+2%	+$22.7K	0.66%	60
2024 Q2	$974K	Buy	14,888 +800	+6%	+$52.6K	0.65%	60
2024 Q1	$992K	Buy	14,088 +1,300	+10%	+$88K	0.7%	58
2023 Q4	$839K	Buy	12,788 +3,400	+36%	+$204K	0.68%	57
2023 Q3	$549K	Buy	9,388 +880	+10%	+$55K	0.5%	64
2023 Q2	$531K	Buy	8,508 +908	+12%	+$52.1K	0.51%	64
2023 Q1	$433K	Sell	7,600 -360	-5%	-$20.6K	0.45%	63
2022 Q4	$462K	Buy	+7,960	New	+$430K	0.45%	63