Bartlett & Co Wealth Management’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 | $19K | Hold |
200
| – | – | ﹤0.01% | 823 |
|
|
2025
Q1 | $19.2K | Hold |
200
| – | – | ﹤0.01% | 822 |
|
|
2024
Q4 | $18.6K | Hold |
200
| – | – | ﹤0.01% | 814 |
|
|
2024
Q3 | $20.4K | Hold |
200
| – | – | ﹤0.01% | 816 |
|
|
2024
Q2 | $17.5K | Hold |
200
| – | – | ﹤0.01% | 832 |
|
|
2024
Q1 | $18K | Hold |
200
| – | – | ﹤0.01% | 831 |
|
|
2023
Q4 | $18.5K | Buy |
+200
| New | +$18.5K | ﹤0.01% | 894 |
|
|
2021
Q1 | – | Sell |
-217
| Closed | -$18.6K | – | 1152 |
|
|
2020
Q4 | $18.6K | Buy |
+217
| New | +$18.6K | ﹤0.01% | 674 |
|