Advantage Trust Company’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 | $125K | Buy |
1,320
+220
| +20% | +$20.8K | 0.06% | 75 |
|
|
2025
Q1 | $105K | Hold |
1,100
| – | – | 0.06% | 65 |
|
|
2024
Q4 | $102K | Hold |
1,100
| – | – | 0.06% | 70 |
|
|
2024
Q3 | $112K | Hold |
1,100
| – | – | 0.08% | 66 |
|
|
2024
Q2 | $96.5K | Hold |
1,100
| – | – | 0.07% | 71 |
|
|
2024
Q1 | $98.9K | Hold |
1,100
| – | – | 0.07% | 73 |
|
|
2023
Q4 | $101K | Buy |
+1,100
| New | +$101K | 0.08% | 70 |
|