Waverly Advisors’s iShares US Transportation ETF IYT Stock Holding History

Waverly Advisors’s Portfolio IYT Stock Details IYT Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$461K	Sell
2025 Q2	$455K	Sell
2025 Q1	$438K	Sell
2024 Q4	$516K	Sell
2024 Q3	$566K	Sell
2024 Q2	$549K	Sell
2024 Q1	$622K	Buy
2015 Q1	–	Sell
2014 Q4	$29K	Hold
2014 Q3	$26K	Buy
2014 Q2	$14K	Buy