Atria Wealth Solutions’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 | $425K | Buy |
4,478
+25
| +0.6% | +$2.37K | 0.01% | 992 |
|
|
2025
Q1 | $426K | Buy |
4,453
+139
| +3% | +$13.3K | 0.01% | 1268 |
|
|
2024
Q4 | $402K | Sell |
4,314
-1,033
| -19% | -$96.1K | ﹤0.01% | 1365 |
|
|
2024
Q3 | $545K | Sell |
5,347
-318
| -6% | -$32.4K | 0.01% | 1200 |
|
|
2024
Q2 | $497K | Buy |
5,665
+72
| +1% | +$6.32K | 0.01% | 1229 |
|
|
2024
Q1 | $503K | Buy |
5,593
+151
| +3% | +$13.6K | 0.01% | 1257 |
|
|
2023
Q4 | $497K | Buy |
5,442
+221
| +4% | +$20.2K | 0.01% | 1206 |
|
|
2023
Q3 | $410K | Sell |
5,221
-98
| -2% | -$7.7K | 0.01% | 1224 |
|
|
2023
Q2 | $460K | Sell |
5,319
-3,520
| -40% | -$305K | 0.01% | 1196 |
|
|
2023
Q1 | $750K | Buy |
8,839
+2,556
| +41% | +$217K | 0.01% | 931 |
|
|
2022
Q4 | $529K | Sell |
6,283
-580
| -8% | -$48.8K | 0.01% | 1046 |
|
|
2022
Q3 | $559K | Buy |
6,863
+134
| +2% | +$10.9K | 0.01% | 963 |
|
|
2022
Q2 | $619K | Sell |
6,729
-3,771
| -36% | -$347K | 0.01% | 850 |
|
|
2022
Q1 | $1.14M | Buy |
+10,500
| New | +$1.14M | 0.02% | 678 |
|