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Spire Wealth Management’s iShares US Transportation ETF IYT Stock Holding History

Spire Wealth Management’s Portfolio IYT Stock Details IYT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$221K Sell
2,542
-98
-4% -$8.02K 0.01% 753
2026
Q1 		$197K Buy
2,640
+4
+0.2% +$311 0.01% 777
2025
Q4 		$196K Buy
2,636
+3
+0.1% +$218 0.01% 800
2025
Q3 		$189K Buy
2,633
+173
+7% +$12.2K 0.01% 794
2025
Q2 		$169K Buy
2,460
+103
+4% +$6.57K 0.01% 810
2025
Q1 		$151K Buy
2,357
+4
+0.2% +$276 ﹤0.01% 896
2024
Q4 		$159K Buy
2,353
+3
+0.1% +$212 ﹤0.01% 886
2024
Q3 		$162K Buy
2,350
+3
+0.1% +$198 0.01% 784
2024
Q2 		$154K Sell
2,347
-64
-3% -$4.2K 0.01% 783
2024
Q1 		$170K Buy
2,411
+7
+0.3% +$474 ﹤0.01% 818
2023
Q4 		$156K Buy
2,404
+8
+0.3% +$479 0.01% 835
2023
Q3 		$140K Buy
2,396
+2,204
+1,148% +$138K 0.01% 825
2023
Q2 		$12K Sell
192
-472
-71% -$27.1K ﹤0.01% 1750
2023
Q1 		$37.8K Buy
664
+528
+388% +$30.2K ﹤0.01% 1323
2022
Q4 		$7K Sell
136
-2,488
-95% -$134K ﹤0.01% 1736
2022
Q3 		$129K Sell
2,624
-500
-16% -$28.3K 0.01% 630
2022
Q2 		$166K Buy
3,124
+2,852
+1,049% +$166K 0.01% 830
2022
Q1 		$18K Sell
272
-12,588
-98% -$828K ﹤0.01% 1850
2021
Q4 		$889K Buy
12,860
+12,176
+1,780% +$814K 0.02% 501
2021
Q3 		$42K Buy
684
+60
+10% +$3.79K ﹤0.01% 1548
2021
Q2 		$41K Sell
624
-77,160
-99% -$5.16M ﹤0.01% 1566
2021
Q1 		$5M Buy
+77,784
New +$4.56M 0.13% 160

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DC
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TFA
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CWA
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SCA
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Wealth Enhancement Advisory Services
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HIP
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CI
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FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return