Barrett & Company’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 | $89.7K | Hold |
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|
2025
Q2 | $87.6K | Sell |
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|
2025
Q1 | $94.6K | Sell |
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|
2024
Q4 | $111K | Hold |
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|
2024
Q3 | $121K | Sell |
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|
2024
Q2 | $108K | Hold |
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|
2024
Q1 | $110K | Hold |
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|
2023
Q4 | $112K | Buy |
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|
2023
Q3 | $95.8K | Hold |
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|
2023
Q2 | $106K | Buy |
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|
2023
Q1 | $104K | Buy |
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|
2022
Q4 | $97.7K | Hold |
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|
2022
Q3 | $97.7K | Buy |
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