Axos Invest’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
$507K Sell
5,345
-362
-6% -$34.3K 0.38% 16
2025
Q1
$546K Sell
5,707
-286
-5% -$27.4K 0.42% 15
2024
Q4
$558K Sell
5,993
-416
-6% -$38.7K 0.41% 16
2024
Q3
$653K Buy
+6,409
New +$653K 0.45% 16