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Atlas Legacy Advisors’s iShares US Real Estate ETF IYR Stock Holding History

Atlas Legacy Advisors’s Portfolio IYR Stock Details IYR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$731K Buy
7,716
+652
+9% +$61.8K 0.16% 95
2025
Q1 		$669K Sell
7,064
-1,153
-14% -$109K 0.17% 85
2024
Q4 		$765K Buy
+8,217
New +$765K 0.19% 76