Arkadios Wealth Advisors’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 | $256K | Buy |
2,699
+161
| +6% | +$15.3K | 0.01% | 1084 |
|
|
2025
Q1 | $243K | Buy |
+2,538
| New | +$243K | 0.01% | 979 |
|
|
2024
Q4 | – | Sell |
-2,014
| Closed | -$205K | – | 963 |
|
|
2024
Q3 | $205K | Buy |
+2,014
| New | +$205K | 0.01% | 834 |
|
|
2024
Q2 | – | Sell |
-2,300
| Closed | -$207K | – | 882 |
|
|
2024
Q1 | $207K | Buy |
2,300
+76
| +3% | +$6.83K | 0.02% | 647 |
|
|
2023
Q4 | $203K | Buy |
+2,224
| New | +$203K | 0.02% | 645 |
|
|
2022
Q2 | – | Sell |
-2,076
| Closed | -$225K | – | 575 |
|
|
2022
Q1 | $225K | Buy |
2,076
+53
| +3% | +$5.74K | 0.03% | 500 |
|
|
2021
Q4 | $235K | Buy |
2,023
+329
| +19% | +$38.2K | 0.03% | 499 |
|
|
2021
Q3 | $173K | Buy |
1,694
+2
| +0.1% | +$204 | 0.02% | 545 |
|
|
2021
Q2 | $172K | Buy |
1,692
+1,224
| +262% | +$124K | 0.02% | 574 |
|
|
2021
Q1 | $43K | Buy |
+468
| New | +$43K | 0.01% | 728 |
|
|
2020
Q1 | – | Sell |
-115
| Closed | -$11.4K | – | 1251 |
|
|
2019
Q4 | $11.4K | Buy |
+115
| New | +$11.4K | 0.01% | 565 |
|