McClarren Financial Advisors’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
Q1 | – | Sell |
-314
| Closed | -$21K | – | 328 |
|
|
2024
Q4 | $21K | Buy |
+314
| New | +$21K | 0.06% | 131 |
|
|
2024
Q3 | – | Sell |
-65
| Closed | -$20K | – | 300 |
|
|
2024
Q2 | $20K | Buy |
+65
| New | +$20K | 0.01% | 220 |
|
|
2024
Q1 | – | Sell |
-312
| Closed | -$20K | – | 396 |
|
|
2023
Q4 | $20K | Buy |
312
+4
| +1% | +$256 | 0.02% | 235 |
|
|
2023
Q3 | $18K | Hold |
308
| – | – | 0.02% | 226 |
|
|
2023
Q2 | $19K | Hold |
308
| – | – | 0.02% | 222 |
|
|
2023
Q1 | $17K | Buy |
308
+4
| +1% | +$221 | 0.02% | 220 |
|
|
2022
Q4 | $16K | Hold |
304
| – | – | 0.02% | 226 |
|
|
2022
Q3 | $15K | Buy |
+304
| New | +$15K | 0.02% | 217 |
|
|
2022
Q2 | – | Sell |
-204
| Closed | -$14K | – | 149 |
|
|
2022
Q1 | $14K | Sell |
204
-4
| -2% | -$275 | 0.01% | 195 |
|
|
2021
Q4 | $15K | Buy |
208
+4
| +2% | +$288 | 0.01% | 217 |
|
|
2021
Q3 | $12K | Hold |
204
| – | – | 0.01% | 207 |
|
|
2021
Q2 | $13K | Sell |
204
-4
| -2% | -$255 | 0.01% | 213 |
|
|
2021
Q1 | $13K | Buy |
208
+4
| +2% | +$250 | 0.01% | 185 |
|
|
2020
Q4 | $11K | Buy |
+204
| New | +$11K | 0.01% | 165 |
|