BWA
BlueSky Wealth 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 | $1.01M | Sell |
10,613
-292
| -3% | -$27.7K | 0.15% | 42 |
|
|
2025
Q1 | $1.04M | Sell |
10,905
-1,386
| -11% | -$133K | 0.16% | 41 |
|
|
2024
Q4 | $1.14M | Sell |
12,291
-2,586
| -17% | -$241K | 0.18% | 41 |
|
|
2024
Q3 | $1.52M | Sell |
14,877
-105
| -0.7% | -$10.7K | 0.24% | 38 |
|
|
2024
Q2 | $1.31M | Sell |
14,982
-578
| -4% | -$50.7K | 0.22% | 40 |
|
|
2024
Q1 | $1.4M | Sell |
15,560
-12
| -0.1% | -$1.08K | 1.09% | 15 |
|
|
2023
Q4 | $1.42M | Sell |
15,572
-224
| -1% | -$20.5K | 0.26% | 35 |
|
|
2023
Q3 | $1.23M | Sell |
15,796
-66
| -0.4% | -$5.16K | 0.25% | 36 |
|
|
2023
Q2 | $1.37M | Sell |
15,862
-930
| -6% | -$80.5K | 0.28% | 36 |
|
|
2023
Q1 | $1.43M | Sell |
16,792
-465
| -3% | -$39.5K | 0.29% | 36 |
|
|
2022
Q4 | $1.45M | Sell |
17,257
-982
| -5% | -$82.7K | 0.32% | 34 |
|
|
2022
Q3 | $1.49M | Sell |
18,239
-1,924
| -10% | -$157K | 0.34% | 32 |
|
|
2022
Q2 | $1.86M | Sell |
20,163
-4,470
| -18% | -$411K | 0.41% | 31 |
|
|
2022
Q1 | $2.67M | Sell |
24,633
-461
| -2% | -$49.9K | 0.52% | 29 |
|
|
2021
Q4 | $2.91M | Sell |
25,094
-3,192
| -11% | -$371K | 0.54% | 26 |
|
|
2021
Q3 | $2.9M | Sell |
28,286
-899
| -3% | -$92K | 0.57% | 22 |
|
|
2021
Q2 | $3.08M | Sell |
29,185
-160
| -0.5% | -$16.9K | 0.6% | 22 |
|
|
2021
Q1 | $2.77M | Hold |
29,345
| – | – | 0.63% | 21 |
|
|
2020
Q4 | $2.51M | Sell |
29,345
-259
| -0.9% | -$22.2K | 0.61% | 22 |
|
|
2020
Q3 | $2.45M | Sell |
29,604
-1,440
| -5% | -$119K | 0.64% | 20 |
|
|
2020
Q2 | $2.45M | Sell |
31,044
-3,633
| -10% | -$286K | 0.7% | 20 |
|
|
2020
Q1 | $2.41M | Buy |
34,677
+661
| +2% | +$46K | 0.89% | 21 |
|
|
2019
Q4 | $3.13M | Sell |
34,016
-539
| -2% | -$49.7K | 1.02% | 24 |
|
|
2019
Q3 | $3.22M | Sell |
34,555
-2,347
| -6% | -$219K | 1.11% | 22 |
|
|
2019
Q2 | $3.22M | Sell |
36,902
-948
| -3% | -$82.8K | 1.15% | 21 |
|
|
2019
Q1 | $3.29M | Sell |
37,850
-40
| -0.1% | -$3.48K | 1.19% | 22 |
|
|
2018
Q4 | $3.01M | Sell |
37,890
-1,692
| -4% | -$134K | 1.18% | 22 |
|
|
2018
Q3 | $3.13M | Buy |
39,582
+1,414
| +4% | +$112K | 1.19% | 20 |
|
|
2018
Q2 | $3.08M | Sell |
38,168
-191
| -0.5% | -$15.4K | 1.18% | 20 |
|
|
2018
Q1 | $2.9M | Sell |
38,359
-1,563
| -4% | -$118K | 1.11% | 21 |
|
|
2017
Q4 | $3.23M | Buy |
39,922
+261
| +0.7% | +$21.1K | 1.34% | 20 |
|
|
2017
Q3 | $3.17M | Buy |
39,661
+68
| +0.2% | +$5.43K | 1.37% | 20 |
|
|
2017
Q2 | $3.16M | Sell |
39,593
-572
| -1% | -$45.6K | 1.46% | 20 |
|
|
2017
Q1 | $3.15M | Sell |
40,165
-2,056
| -5% | -$161K | 1.51% | 20 |
|
|
2016
Q4 | $3.25M | Buy |
+42,221
| New | +$3.25M | 1.59% | 20 |
|