ABLE Financial Group’s iShares US Real Estate ETF IYR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $249K | Hold |
2,627
| – | – | 0.06% | 179 |
|
|
2025
Q1 | $252K | Sell |
2,627
-563
| -18% | -$53.9K | 0.07% | 166 |
|
|
2024
Q4 | $297K | Hold |
3,190
| – | – | 0.09% | 148 |
|
|
2024
Q3 | $325K | Buy |
3,190
+8
| +0.3% | +$815 | 0.1% | 140 |
|
|
2024
Q2 | $279K | Buy |
3,182
+34
| +1% | +$2.98K | 0.1% | 140 |
|
|
2024
Q1 | $283K | Sell |
3,148
-659
| -17% | -$59.2K | 0.11% | 128 |
|
|
2023
Q4 | $348K | Buy |
+3,807
| New | +$348K | 0.15% | 103 |
|
|
2023
Q2 | – | Sell |
-6,802
| Closed | -$577K | – | 146 |
|
|
2023
Q1 | $577K | Buy |
+6,802
| New | +$577K | 0.38% | 55 |
|