Avion Wealth’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 | $13K | Hold |
144
| – | – | ﹤0.01% | 400 |
|
|
2025
Q1 | $13K | Hold |
144
| – | – | ﹤0.01% | 347 |
|
|
2024
Q4 | $13K | Hold |
144
| – | – | ﹤0.01% | 347 |
|
|
2024
Q3 | $14K | Hold |
144
| – | – | ﹤0.01% | 310 |
|
|
2024
Q2 | $12K | Hold |
144
| – | – | ﹤0.01% | 303 |
|
|
2024
Q1 | $13K | Hold |
144
| – | – | ﹤0.01% | 272 |
|
|
2023
Q4 | $13K | Hold |
144
| – | – | ﹤0.01% | 248 |
|
|
2023
Q3 | $11K | Hold |
144
| – | – | ﹤0.01% | 261 |
|
|
2023
Q2 | $12K | Hold |
144
| – | – | ﹤0.01% | 275 |
|
|
2023
Q1 | $12K | Hold |
144
| – | – | ﹤0.01% | 251 |
|
|
2022
Q4 | $11K | Hold |
144
| – | – | ﹤0.01% | 255 |
|
|
2022
Q3 | $12K | Hold |
144
| – | – | ﹤0.01% | 252 |
|
|
2022
Q2 | $13K | Hold |
144
| – | – | ﹤0.01% | 241 |
|
|
2022
Q1 | $16K | Hold |
144
| – | – | ﹤0.01% | 192 |
|
|
2021
Q4 | $17K | Hold |
144
| – | – | ﹤0.01% | 190 |
|
|
2021
Q3 | $15K | Hold |
144
| – | – | ﹤0.01% | 201 |
|
|
2021
Q2 | $15K | Hold |
144
| – | – | ﹤0.01% | 194 |
|
|
2021
Q1 | $13K | Hold |
144
| – | – | ﹤0.01% | 199 |
|
|
2020
Q4 | $12K | Hold |
144
| – | – | ﹤0.01% | 206 |
|
|
2020
Q3 | $11K | Hold |
144
| – | – | ﹤0.01% | 175 |
|
|
2020
Q2 | $11K | Hold |
144
| – | – | ﹤0.01% | 157 |
|
|
2020
Q1 | $10K | Buy |
+144
| New | +$10K | ﹤0.01% | 156 |
|