Bellwether 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
Q2
$148K Buy
2025
Q1
$139K Buy
2024
Q4
$114K Buy
2023
Q2
Sell
2023
Q1
$56.9K Buy
2022
Q4
$54.9K Buy
2022
Q3
$44K Sell
2022
Q2
$179K Buy
2022
Q1
$208K Sell
2021
Q4
$258K Hold
2021
Q3
$231K Sell
2021
Q2
$232K Buy
2021
Q1
$204K Buy
2020
Q4
$189K Buy