Atria Wealth Solutions’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 | $425K | Buy |
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|
2025
Q1 | $426K | Buy |
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|
2024
Q4 | $402K | Sell |
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|
2024
Q3 | $545K | Sell |
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|
2024
Q2 | $497K | Buy |
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|
2024
Q1 | $503K | Buy |
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|
2023
Q4 | $497K | Buy |
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|
2023
Q3 | $410K | Sell |
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|
2023
Q2 | $460K | Sell |
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|
2023
Q1 | $750K | Buy |
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|
2022
Q4 | $529K | Sell |
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|
2022
Q3 | $559K | Buy |
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|
2022
Q2 | $619K | Sell |
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|
2022
Q1 | $1.14M | Buy |
|