Bartlett & Co Wealth Management’s iShares US Real Estate ETF IYR Stock Holding History

Bartlett & Co Wealth Management’s Portfolio IYR Stock Details IYR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$19.4K	Hold
2025 Q2	$19K	Hold
2025 Q1	$19.1K	Hold
2024 Q4	$18.6K	Hold
2024 Q3	$20.4K	Hold
2024 Q2	$17.5K	Hold
2024 Q1	$18K	Hold
2023 Q4	$18.5K	Buy
2021 Q1	–	Sell
2020 Q4	$18.6K	Buy