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

WP 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
2026 Q1	$338K	Sell	4,537 -388	-8%	-$30.2K	0.09%	88
2025 Q4	$367K	Buy	4,925 +9	+0.2%	+$654	0.09%	85
2025 Q3	$353K	Buy	4,916 +15	+0.3%	+$1.06K	0.09%	90
2025 Q2	$336K	Buy	4,901 +13	+0.3%	+$829	0.09%	88
2025 Q1	$313K	Buy	4,888 +16	+0.3%	+$1.1K	0.1%	87
2024 Q4	$329K	Buy	4,872 +12	+0.2%	+$849	0.11%	80
2024 Q3	$335K	Sell	4,860 -218	-4%	-$14.4K	0.12%	80
2024 Q2	$332K	Buy	5,078 +14	+0.3%	+$920	0.11%	89
2024 Q1	$356K	Buy	5,064 +8	+0.2%	+$541	0.12%	89
2023 Q4	$332K	Buy	5,056 +36	+0.7%	+$2.16K	0.12%	83
2023 Q3	$293K	Hold	5,020	–	–	0.12%	82
2023 Q2	$314K	Buy	5,020 +16	+0.3%	+$917	0.13%	82
2023 Q1	$285K	Buy	5,004 +16	+0.3%	+$915	0.12%	86
2022 Q4	$266K	Buy	4,988 +40	+0.8%	+$2.16K	0.12%	92
2022 Q3	$243K	Hold	4,948	–	–	0.11%	95
2022 Q2	$263K	Buy	4,948 +16	+0.3%	+$931	0.11%	93
2022 Q1	$333K	Buy	4,932 +12	+0.2%	+$789	0.14%	87
2021 Q4	$340K	Buy	4,920 +20	+0.4%	+$1.34K	0.14%	86
2021 Q3	$298K	Hold	4,900	–	–	0.12%	87
2021 Q2	$318K	Buy	4,900 +20	+0.4%	+$1.34K	0.13%	83
2021 Q1	$314K	Hold	4,880	–	–	0.14%	76
2020 Q4	$269K	Buy	4,880 +8	+0.2%	+$427	0.13%	80
2020 Q3	$242K	Buy	+4,872	New	+$228K	0.15%	71
2020 Q1	–	Sell	-4,820	Closed	-$236K	–	58
2019 Q4	$236K	Sell	4,820 -108	-2%	-$5.18K	0.24%	59
2019 Q3	$229K	Buy	4,928 +4	+0.1%	+$187	0.26%	53
2019 Q2	$232K	Buy	4,924 +12	+0.2%	+$567	0.26%	56
2019 Q1	$2.3K	Buy	4,912 +16	+0.3%	+$728	0.25%	54
2018 Q4	$202K	Sell	4,896 -132	-3%	-$6.09K	0.2%	58
2018 Q3	$257K	Sell	5,028 -84	-2%	-$4.2K	0.24%	48
2018 Q2	$238K	Hold	5,112	–	–	0.22%	51
2018 Q1	$239K	Sell	5,112 -212	-4%	-$10.2K	0.26%	49
2017 Q4	$255K	Sell	5,324 -164	-3%	-$7.39K	0.25%	53
2017 Q3	$245K	Buy	5,488 +16	+0.3%	+$679	0.19%	57
2017 Q2	$235K	Buy	5,472 +4	+0.1%	+$166	0.17%	60
2017 Q1	$224K	Buy	5,468 +316	+6%	+$13.2K	0.14%	62
2016 Q4	$210K	Buy	+5,152	New	+$200K	0.15%	59