Avior Wealth Management’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
Q1 | – | Sell |
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|
2024
Q4 | $37.4K | Buy |
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|
2024
Q3 | $16.6K | Hold |
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|
2024
Q2 | $14.3K | Sell |
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|
2024
Q1 | $52.3K | Buy |
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|
2023
Q4 | $50.3K | Hold |
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|
2023
Q3 | $43K | Hold |
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|
2023
Q2 | $47.6K | Hold |
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|
2023
Q1 | $46.7K | Hold |
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|
2022
Q4 | $46.3K | Hold |
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|
2022
Q3 | $44K | Hold |
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|
2022
Q2 | $50K | Sell |
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|
2022
Q1 | $63K | Sell |
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|
2021
Q4 | $83K | Hold |
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|
2021
Q3 | $73K | Sell |
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|
2021
Q2 | $77K | Hold |
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|
2021
Q1 | $69K | Sell |
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|
2020
Q4 | $69K | Hold |
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|
2020
Q3 | $64K | Hold |
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|
2020
Q2 | $64K | Sell |
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|
2020
Q1 | $68K | Sell |
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|
2019
Q4 | $122K | Buy |
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|
2019
Q3 | $121K | Hold |
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|
2019
Q2 | $113K | Hold |
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|
2019
Q1 | $112K | Sell |
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|
2018
Q4 | $98K | Hold |
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|
2018
Q3 | $105K | Hold |
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|
2018
Q2 | $106K | Hold |
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|
2018
Q1 | $99K | Hold |
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|
2017
Q4 | $106K | Sell |
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|
2017
Q3 | $114K | Sell |
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|
2017
Q2 | $115K | Hold |
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|
2017
Q1 | $113K | Buy |
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|
2016
Q4 | $111K | Buy |
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|
2016
Q3 | $114K | Sell |
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|
2016
Q2 | $130K | Buy |
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|
2016
Q1 | $123K | Buy |
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|
2015
Q4 | $118K | Sell |
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|
2015
Q3 | $114K | Hold |
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|
2015
Q2 | $115K | Sell |
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|
2015
Q1 | $138K | Sell |
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|
2014
Q4 | $139K | Buy |
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|
2014
Q3 | $125K | Buy |
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|
2014
Q2 | $120K | Sell |
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|
2014
Q1 | $124K | Buy |
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