Montag & Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $89.2K | Hold |
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|
2025
Q2 | $85.3K | Sell |
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|
2025
Q1 | $134K | Sell |
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|
2024
Q4 | $175K | Buy |
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|
2024
Q3 | $120K | Hold |
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|
2024
Q2 | $114K | Hold |
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|
2024
Q1 | $122K | Hold |
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|
2023
Q4 | $114K | Hold |
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|
2023
Q3 | $102K | Hold |
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|
2023
Q2 | $108K | Hold |
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|
2023
Q1 | $98.9K | Buy |
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|
2022
Q4 | $79.7K | Hold |
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|
2022
Q3 | $73K | Hold |
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|
2022
Q2 | $79K | Hold |
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|
2022
Q1 | $101K | Sell |
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|
2021
Q4 | $200K | Hold |
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|
2021
Q3 | $176K | Sell |
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|
2021
Q2 | $318K | Hold |
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|
2021
Q1 | $315K | Buy |
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|
2020
Q4 | $237K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $1.21M | Buy |
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|
2018
Q2 | $1.08M | Sell |
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|
2018
Q1 | $1.1M | Hold |
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|
2017
Q4 | $1.13M | Buy |
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|
2017
Q3 | $1.05M | Buy |
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