BIP Wealth’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 | – | Sell |
-2,689
| Closed | -$257K | – | 285 |
|
|
2025
Q1 | $257K | Sell |
2,689
-18
| -0.7% | -$1.72K | 0.02% | 230 |
|
|
2024
Q4 | $252K | Buy |
2,707
+643
| +31% | +$59.8K | 0.02% | 222 |
|
|
2024
Q3 | $210K | Buy |
+2,064
| New | +$210K | 0.01% | 229 |
|
|
2024
Q2 | – | Sell |
-2,245
| Closed | -$202K | – | 204 |
|
|
2024
Q1 | $202K | Sell |
2,245
-53
| -2% | -$4.77K | 0.01% | 208 |
|
|
2023
Q4 | $210K | Buy |
+2,298
| New | +$210K | 0.02% | 185 |
|
|
2023
Q3 | – | Sell |
-2,721
| Closed | -$235K | – | 191 |
|
|
2023
Q2 | $235K | Sell |
2,721
-2,140
| -44% | -$185K | 0.02% | 164 |
|
|
2023
Q1 | $413K | Buy |
+4,861
| New | +$413K | 0.05% | 125 |
|