Saxon Interests’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	$578K	Hold	7,750	–	–	0.2%	130
2025 Q4	$577K	Hold	7,750	–	–	0.2%	109
2025 Q3	$553K	Hold	7,750	–	–	0.22%	96
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	Sell	7,750 -2	-0%	-$135	0.26%	93
2023 Q4	$509K	Buy	+7,752	New	+$464K	0.25%	99
2023 Q3	–	Sell	-7,752	Closed	-$484K	–	133
2023 Q2	$484K	Hold	7,752	–	–	0.26%	98
2023 Q1	$442K	Hold	7,752	–	–	0.25%	106
2022 Q4	$437K	Sell	7,752 -2,376	-23%	-$128K	0.25%	100
2022 Q3	$525K	Sell	10,128 -340	-3%	-$19.2K	0.32%	77
2022 Q2	$557K	Sell	10,468 -4,492	-30%	-$261K	0.34%	76
2022 Q1	$1.01M	Sell	14,960 -452	-3%	-$29.7K	0.54%	49
2021 Q4	$1.05M	Buy	+15,412	New	+$1.03M	0.59%	39