West Coast Financial’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 | – | Sell |
-5,000
| Closed | -$320K | – | 79 |
|
|
2025
Q1 | $320K | Hold |
5,000
| – | – | 0.04% | 135 |
|
|
2024
Q4 | $338K | Hold |
5,000
| – | – | 0.04% | 127 |
|
|
2024
Q3 | $345K | Hold |
5,000
| – | – | 0.04% | 135 |
|
|
2024
Q2 | $327K | Hold |
5,000
| – | – | 0.04% | 128 |
|
|
2024
Q1 | $352K | Buy |
5,000
+1,000
| +25% | +$70.4K | 0.04% | 122 |
|
|
2023
Q4 | $262K | Hold |
4,000
| – | – | 0.03% | 143 |
|
|
2023
Q3 | $234K | Hold |
4,000
| – | – | 0.03% | 137 |
|
|
2023
Q2 | $250K | Buy |
+4,000
| New | +$250K | 0.04% | 136 |
|