Arkadios Wealth Advisors’s iShares US Real Estate ETF IYR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $256K | Buy |
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|
2025
Q1 | $243K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $205K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $207K | Buy |
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|
2023
Q4 | $203K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $225K | Buy |
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|
2021
Q4 | $235K | Buy |
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|
2021
Q3 | $173K | Buy |
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|
2021
Q2 | $172K | Buy |
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|
2021
Q1 | $43K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $11.4K | Buy |
|