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Total Wealth Planning & Management’s iShares US Transportation ETF IYT Stock Holding History

Total Wealth Planning & Management’s Portfolio IYT Stock Details IYT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$436K Hold
6,362
– – 0.35% 100
2025
Q1 		$407K Sell
6,362
-57
-0.9% -$3.65K 0.39% 87
2024
Q4 		$434K Buy
+6,419
New +$434K 0.39% 71