SI
Saxon Interests’s iShares US Transportation ETF IYT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $496K | Hold |
7,750
| – | – | 0.23% | 98 |
|
|
2025
Q1 | $496K | Hold |
7,750
| – | – | 0.23% | 98 |
|
|
2024
Q4 | $524K | Hold |
7,750
| – | – | 0.23% | 99 |
|
|
2024
Q3 | $534K | Hold |
7,750
| – | – | 0.24% | 93 |
|
|
2024
Q2 | $507K | Hold |
7,750
| – | – | 0.24% | 96 |
|
|
2024
Q1 | $546K | Buy |
7,750
+5,812
| +300% | +$409K | 0.26% | 93 |
|
|
2023
Q4 | $509K | Buy |
+1,938
| New | +$509K | 0.25% | 99 |
|
|
2023
Q3 | – | Sell |
-1,938
| Closed | -$484K | – | 133 |
|
|
2023
Q2 | $484K | Hold |
1,938
| – | – | 0.26% | 98 |
|
|
2023
Q1 | $442K | Hold |
1,938
| – | – | 0.25% | 106 |
|
|
2022
Q4 | $437K | Sell |
1,938
-594
| -23% | -$134K | 0.25% | 100 |
|
|
2022
Q3 | $525K | Sell |
2,532
-85
| -3% | -$17.6K | 0.32% | 77 |
|
|
2022
Q2 | $557K | Sell |
2,617
-1,123
| -30% | -$239K | 0.34% | 76 |
|
|
2022
Q1 | $1.01M | Sell |
3,740
-113
| -3% | -$30.5K | 0.54% | 49 |
|
|
2021
Q4 | $1.05M | Buy |
+3,853
| New | +$1.05M | 0.59% | 39 |
|