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Tobias Financial Advisors’s iShares US Transportation ETF IYT Stock Holding History

Tobias Financial Advisors’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
2022
Q2 		– Sell
-4,480
Closed -$302K – 87
2022
Q1 		$302K Buy
+4,480
New +$295K 0.1% 61
2021
Q4 		– Sell
-173,040
Closed -$10.5M – 95
2021
Q3 		$10.5M Buy
173,040
+15,348
+10% +$970K 3.93% 9
2021
Q2 		$10.2M Sell
157,692
-9,156
-5% -$612K 4.06% 9
2021
Q1 		$10.7M Sell
166,848
-428
-0.3% -$25.1K 4.56% 6
2020
Q4 		$9.22M Buy
167,276
+3,348
+2% +$179K 4.22% 7
2020
Q3 		$8.15M Buy
163,928
+1,280
+0.8% +$59.9K 4.47% 6
2020
Q2 		$6.61M Buy
+162,648
New +$6.17M 3.88% 6

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