Nikulski Financial’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
2024 Q4	–	Sell	-18,440	Closed	-$1.27M	–	136
2024 Q3	$1.27M	Sell	18,440 -2,224	-11%	-$146K	0.38%	66
2024 Q2	$1.35M	Hold	20,664	–	–	0.43%	62
2024 Q1	$1.45M	Buy	20,664 +3,948	+24%	+$267K	0.48%	59
2023 Q4	$1.1M	Buy	16,716 +752	+5%	+$45.1K	0.4%	60
2023 Q3	$933K	Buy	15,964 +2,116	+15%	+$132K	0.39%	68
2023 Q2	$865K	Buy	13,848 +2,292	+20%	+$131K	0.36%	68
2023 Q1	$658K	Hold	11,556	–	–	0.29%	77
2022 Q4	$617K	Buy	11,556 +8	+0.1%	+$432	0.29%	79
2022 Q3	$567K	Sell	11,548 -16	-0.1%	-$904	0.29%	72
2022 Q2	$615K	Sell	11,564 -3,116	-21%	-$181K	0.31%	69
2022 Q1	$991K	Sell	14,680 -2,360	-14%	-$155K	0.42%	60
2021 Q4	$1.18M	Sell	17,040 -1,944	-10%	-$130K	0.49%	52
2021 Q3	$1.15M	Buy	18,984 +4,312	+29%	+$273K	0.53%	57
2021 Q2	$942K	Sell	14,672 -556	-4%	-$37.1K	0.44%	62
2021 Q1	$981K	Sell	15,228 -3,952	-21%	-$232K	0.5%	50
2020 Q4	$1.06M	Buy	19,180 +2,900	+18%	+$155K	0.58%	50
2020 Q3	$810K	Buy	+16,280	New	+$762K	0.51%	53