Merit Financial Group’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	$523K	Hold	7,015	–	–	﹤0.01%	1351
2025 Q4	$523K	Sell	7,015 -271	-4%	-$19.7K	﹤0.01%	1287
2025 Q3	$522K	Buy	7,286 +93	+1%	+$6.56K	﹤0.01%	1166
2025 Q2	$493K	Sell	7,193 -594	-8%	-$37.9K	0.01%	1112
2025 Q1	$499K	Buy	7,787 +596	+8%	+$41.1K	0.01%	944
2024 Q4	$486K	Hold	7,191	–	–	0.01%	738
2024 Q3	$496K	Sell	7,191 -1	-0%	-$66	0.01%	557
2024 Q2	$471K	Buy	7,192 +1	+0%	+$66	0.01%	591
2024 Q1	$473K	Buy	+7,191	New	+$487K	0.01%	580
2023 Q4	–	Sell	-7,188	Closed	-$420K	–	805
2023 Q3	$420K	Buy	7,188 +444	+7%	+$27.8K	0.01%	493
2023 Q2	$421K	Sell	6,744 -4,968	-42%	-$285K	0.01%	504
2023 Q1	$667K	Buy	+11,712	New	+$670K	0.02%	346
2022 Q4	–	Sell	-5,640	Closed	-$277K	–	710
2022 Q3	$277K	Sell	5,640 -2,812	-33%	-$159K	0.01%	458
2022 Q2	$450K	Buy	+8,452	New	+$492K	0.01%	382