B. Riley Wealth Advisors’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
Q3 | $950K | Sell |
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|
2025
Q2 | $994K | Buy |
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|
2024
Q4 | $1.02M | Sell |
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|
2024
Q3 | $3.67M | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $236K | Buy |
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|
2023
Q4 | $225K | Sell |
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|
2023
Q3 | $236K | Buy |
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|
2023
Q2 | $209K | Sell |
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|
2023
Q1 | $344K | Buy |
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|
2022
Q4 | $202K | Sell |
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|
2022
Q3 | $538K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $246K | Sell |
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|
2021
Q4 | $2.28M | Buy |
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|
2021
Q3 | $1.91M | Buy |
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|
2021
Q2 | $300K | Buy |
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|
2021
Q1 | $269K | Sell |
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|
2020
Q4 | $286K | Sell |
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|
2020
Q3 | $446K | Buy |
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|
2020
Q2 | $276K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $78 | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $58.9K | Sell |
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|
2014
Q1 | $159K | Sell |
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|
2013
Q4 | $283K | Buy |
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|
2013
Q3 | $255K | Sell |
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|
2013
Q2 | $550K | Buy |
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