Private Wealth Advisors (California)’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 | $255K | Sell |
|
|||||
|
2025
Q2 | $264K | Sell |
|
|||||
|
2025
Q1 | $295K | Sell |
|
|||||
|
2024
Q4 | $312K | Sell |
|
|||||
|
2024
Q3 | $322K | Sell |
|
|||||
|
2024
Q2 | $311K | Sell |
|
|||||
|
2024
Q1 | $347K | Sell |
|
|||||
|
2023
Q4 | $335K | Sell |
|
|||||
|
2023
Q3 | $323K | Sell |
|
|||||
|
2023
Q2 | $358K | Sell |
|
|||||
|
2023
Q1 | $332K | Sell |
|
|||||
|
2022
Q4 | $314K | Sell |
|
|||||
|
2022
Q3 | $289K | Buy |
|
|||||
|
2022
Q2 | $362K | Sell |
|
|||||
|
2022
Q1 | $404K | Buy |
|
|||||
|
2021
Q4 | $413K | Buy |
|
|||||
|
2021
Q3 | $397K | Hold |
|
|||||
|
2021
Q2 | $387K | Sell |
|
|||||
|
2021
Q1 | $395K | Sell |
|
|||||
|
2020
Q4 | $370K | Buy |
|
|||||
|
2020
Q3 | $321K | Sell |
|
|||||
|
2020
Q2 | $305K | Buy |
|
|||||
|
2020
Q1 | $259K | Sell |
|
|||||
|
2019
Q4 | $946K | Sell |
|
|||||
|
2019
Q3 | $2.3M | Sell |
|
|||||
|
2019
Q2 | $2.41M | Hold |
|
|||||
|
2019
Q1 | $2.41M | Sell |
|
|||||
|
2018
Q4 | $2.13M | Buy |
|