Toth Financial Advisory’s iShares US Transportation ETF IYT Stock Holding History

Toth Financial Advisory’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	$2.78M	Buy	31,994 +4,245	+15%	+$347K	0.27%	91
2026 Q1	$2.07M	Buy	27,749 +4,530	+20%	+$352K	0.23%	98
2025 Q4	$1.73M	Buy	23,219 +1,581	+7%	+$115K	0.19%	105
2025 Q3	$1.55M	Buy	21,638 +6,696	+45%	+$472K	0.17%	109
2025 Q2	$1.02M	Sell	14,942 -20,889	-58%	-$1.33M	0.12%	127
2025 Q1	$2.29M	Buy	35,831 +3,012	+9%	+$208K	0.28%	96
2024 Q4	$2.22M	Buy	32,819 +6,267	+24%	+$443K	0.26%	101
2024 Q3	$1.83M	Buy	26,552 +2,225	+9%	+$147K	0.22%	103
2024 Q2	$1.59M	Buy	24,327 +6,251	+35%	+$411K	0.2%	104
2024 Q1	$1.27M	Buy	18,076 +13,364	+284%	+$905K	0.16%	112
2023 Q4	$309K	Buy	4,712 +3,928	+501%	+$235K	0.04%	188
2023 Q3	$45.8K	Hold	784	–	–	0.01%	283
2023 Q2	$49K	Buy	784 +480	+158%	+$27.5K	0.01%	273
2023 Q1	$17.3K	Hold	304	–	–	﹤0.01%	400
2022 Q4	$16.2K	Hold	304	–	–	﹤0.01%	398
2022 Q3	$15K	Sell	304 -28	-8%	-$1.58K	﹤0.01%	401
2022 Q2	$18K	Hold	332	–	–	﹤0.01%	379
2022 Q1	$22K	Hold	332	–	–	﹤0.01%	380
2021 Q4	$23K	Sell	332 -1,600	-83%	-$107K	﹤0.01%	383
2021 Q3	$117K	Sell	1,932 -16,000	-89%	-$1.01M	0.02%	230
2021 Q2	$1.17M	Sell	17,932 -588	-3%	-$39.3K	0.18%	107
2021 Q1	$1.19M	Sell	18,520 -680	-4%	-$39.9K	0.19%	98
2020 Q4	$1.06M	Buy	19,200 +5,160	+37%	+$276K	0.18%	98
2020 Q3	$698K	Buy	14,040 +9,920	+241%	+$464K	0.13%	114
2020 Q2	$168K	Sell	4,120 -120	-3%	-$4.55K	0.04%	175
2020 Q1	$147K	Sell	4,240 -148,140	-97%	-$6.51M	0.04%	131
2019 Q4	$7.45M	Sell	152,380 -7,244	-5%	-$347K	1.51%	19
2019 Q3	$7.43M	Buy	159,624 +4,768	+3%	+$222K	1.63%	16
2019 Q2	$7.29M	Sell	154,856 -18,276	-11%	-$863K	1.63%	17
2019 Q1	$8.11M	Sell	173,132 -6,272	-3%	-$285K	1.9%	11
2018 Q4	$7.4M	Sell	179,404 -1,924	-1%	-$88.8K	2.02%	12
2018 Q3	$9.27M	Buy	181,328 +1,204	+0.7%	+$60.2K	2.06%	10
2018 Q2	$8.39M	Buy	180,124 +3,172	+2%	+$152K	1.97%	11
2018 Q1	$8.27M	Buy	176,952 +332	+0.2%	+$16K	2.01%	10
2017 Q4	$8.46M	Buy	176,620 +8,400	+5%	+$378K	2%	8
2017 Q3	$7.5M	Buy	168,220 +1,668	+1%	+$70.8K	1.89%	10
2017 Q2	$7.17M	Buy	166,552 +1,784	+1%	+$73.8K	1.87%	12
2017 Q1	$6.75M	Buy	164,768 +3,968	+2%	+$165K	1.79%	13
2016 Q4	$6.55M	Buy	160,800 +23,956	+18%	+$930K	1.88%	13
2016 Q3	$4.97M	Sell	136,844 -2,424	-2%	-$85.6K	1.46%	23
2016 Q2	$4.67M	Sell	139,268 -1,856	-1%	-$64.5K	1.42%	25
2016 Q1	$5.02M	Sell	141,124 -5,412	-4%	-$177K	1.64%	22
2015 Q4	$4.94M	Sell	146,536 -320	-0.2%	-$11.5K	1.63%	22
2015 Q3	$5.14M	Sell	146,856 -4,032	-3%	-$146K	1.88%	17
2015 Q2	$5.47M	Sell	150,888 -4,936	-3%	-$189K	1.83%	17
2015 Q1	$6.1M	Buy	155,824 +2,592	+2%	+$104K	2.05%	12
2014 Q4	$6.29M	Buy	153,232 +5,168	+3%	+$203K	2.18%	9
2014 Q3	$5.59M	Buy	148,064 +176	+0.1%	+$6.6K	2.11%	10
2014 Q2	$5.43M	Buy	147,888 +1,996	+1%	+$70.2K	2.06%	12
2014 Q1	$4.94M	Sell	145,892 -516	-0.4%	-$17K	2%	13
2013 Q4	$4.83M	Buy	146,408 +1,236	+0.9%	+$38.8K	2.05%	16
2013 Q3	$4.27M	Buy	145,172 +704	+0.5%	+$20.3K	2%	15
2013 Q2	$3.97M	Buy	+144,468	New	+$4.01M	1.95%	15