Steward Partners Investment Advisory’s iShares US Transportation ETF IYT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.22M | Sell |
17,739
-602
| -3% | -$41.3K | 0.01% | 906 |
|
|
2025
Q1 | $1.17M | Buy |
18,341
+880
| +5% | +$56.3K | 0.01% | 857 |
|
|
2024
Q4 | $1.18M | Sell |
17,461
-1,074
| -6% | -$72.6K | 0.01% | 815 |
|
|
2024
Q3 | $1.28M | Sell |
18,535
-699
| -4% | -$48.2K | 0.01% | 773 |
|
|
2024
Q2 | $1.26M | Sell |
19,234
-77
| -0.4% | -$5.04K | 0.01% | 733 |
|
|
2024
Q1 | $1.36M | Buy |
19,311
+251
| +1% | +$17.7K | 0.02% | 701 |
|
|
2023
Q4 | $1.25M | Sell |
19,060
-22,504
| -54% | -$1.48M | 0.02% | 655 |
|
|
2023
Q3 | $2.43M | Sell |
41,564
-1,716
| -4% | -$100K | 0.04% | 421 |
|
|
2023
Q2 | $2.7M | Buy |
43,280
+18,332
| +73% | +$1.14M | 0.04% | 403 |
|
|
2023
Q1 | $1.42M | Buy |
24,948
+4,932
| +25% | +$281K | 0.02% | 567 |
|
|
2022
Q4 | $1.07M | Sell |
20,016
-5,544
| -22% | -$296K | 0.02% | 644 |
|
|
2022
Q3 | $1.26M | Buy |
25,560
+18,112
| +243% | +$890K | 0.02% | 548 |
|
|
2022
Q2 | $396K | Sell |
7,448
-7,848
| -51% | -$417K | 0.01% | 937 |
|
|
2022
Q1 | $1.03M | Buy |
15,296
+3,092
| +25% | +$209K | 0.02% | 676 |
|
|
2021
Q4 | $844K | Buy |
12,204
+2,380
| +24% | +$165K | 0.01% | 758 |
|
|
2021
Q3 | $597K | Sell |
9,824
-5,408
| -36% | -$329K | 0.01% | 848 |
|
|
2021
Q2 | $990K | Sell |
15,232
-28
| -0.2% | -$1.82K | 0.02% | 674 |
|
|
2021
Q1 | $983K | Buy |
15,260
+7,128
| +88% | +$459K | 0.02% | 653 |
|
|
2020
Q4 | $448K | Buy |
8,132
+20
| +0.2% | +$1.1K | 0.01% | 789 |
|
|
2020
Q3 | $403K | Buy |
8,112
+7,480
| +1,184% | +$372K | 0.01% | 722 |
|
|
2020
Q2 | $26K | Buy |
632
+52
| +9% | +$2.14K | ﹤0.01% | 1679 |
|
|
2020
Q1 | $20K | Sell |
580
-8,576
| -94% | -$296K | ﹤0.01% | 1613 |
|
|
2019
Q4 | $447K | Buy |
9,156
+240
| +3% | +$11.7K | 0.01% | 649 |
|
|
2019
Q3 | $414K | Sell |
8,916
-4,732
| -35% | -$220K | 0.01% | 636 |
|
|
2019
Q2 | $642K | Buy |
13,648
+6,808
| +100% | +$320K | 0.02% | 499 |
|
|
2019
Q1 | $320K | Buy |
6,840
+68
| +1% | +$3.18K | 0.01% | 624 |
|
|
2018
Q4 | $279K | Buy |
6,772
+400
| +6% | +$16.5K | 0.01% | 619 |
|
|
2018
Q3 | $326K | Buy |
6,372
+220
| +4% | +$11.3K | 0.02% | 602 |
|
|
2018
Q2 | $286K | Buy |
+6,152
| New | +$286K | 0.02% | 576 |
|