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Axxcess Wealth Management’s iShares US Real Estate ETF IYR Stock Holding History

Axxcess Wealth Management’s Portfolio IYR Stock Details IYR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.2M Buy
23,193
+3
+0% +$284 0.05% 269
2025
Q1 		$2.22M Sell
23,190
-769
-3% -$73.6K 0.06% 247
2024
Q4 		$2.23M Buy
+23,959
New +$2.23M 0.05% 252