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Bellwether Advisors’s iShares US Real Estate ETF IYR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $148K | Buy |
1,566
+104
| +7% | +$9.86K | 0.03% | 146 |
|
|
2025
Q1 | $139K | Buy |
1,462
+239
| +20% | +$22.7K | 0.03% | 150 |
|
|
2024
Q4 | $114K | Buy |
+1,223
| New | +$114K | 0.02% | 168 |
|
|
2023
Q2 | – | Sell |
-670
| Closed | -$56.9K | – | 282 |
|
|
2023
Q1 | $56.9K | Buy |
670
+19
| +3% | +$1.62K | 0.02% | 183 |
|
|
2022
Q4 | $54.9K | Buy |
651
+101
| +18% | +$8.51K | 0.02% | 185 |
|
|
2022
Q3 | $44K | Sell |
550
-1,397
| -72% | -$112K | 0.01% | 169 |
|
|
2022
Q2 | $179K | Buy |
1,947
+20
| +1% | +$1.84K | 0.06% | 116 |
|
|
2022
Q1 | $208K | Sell |
1,927
-294
| -13% | -$31.7K | 0.06% | 132 |
|
|
2021
Q4 | $258K | Hold |
2,221
| – | – | 0.08% | 116 |
|
|
2021
Q3 | $231K | Sell |
2,221
-61
| -3% | -$6.34K | 0.08% | 140 |
|
|
2021
Q2 | $232K | Buy |
2,282
+58
| +3% | +$5.9K | 0.08% | 122 |
|
|
2021
Q1 | $204K | Buy |
2,224
+15
| +0.7% | +$1.38K | 0.08% | 109 |
|
|
2020
Q4 | $189K | Buy |
+2,209
| New | +$189K | 0.08% | 107 |
|