Bogart Wealth LLC’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 | $7.63K | Hold |
80
| – | – | ﹤0.01% | 839 |
|
|
2025
Q1 | $7.71K | Hold |
80
| – | – | ﹤0.01% | 807 |
|
|
2024
Q4 | $7.49K | Hold |
80
| – | – | ﹤0.01% | 791 |
|
|
2024
Q3 | $8.2K | Buy |
80
+5
| +7% | +$513 | ﹤0.01% | 736 |
|
|
2024
Q2 | $6.62K | Hold |
75
| – | – | ﹤0.01% | 730 |
|
|
2024
Q1 | $6.79K | Hold |
75
| – | – | ﹤0.01% | 707 |
|
|
2023
Q4 | $6.9K | Hold |
75
| – | – | ﹤0.01% | 688 |
|
|
2023
Q3 | $5.9K | Hold |
75
| – | – | ﹤0.01% | 689 |
|
|
2023
Q2 | $6.53K | Hold |
75
| – | – | ﹤0.01% | 653 |
|
|
2023
Q1 | $6.41K | Hold |
75
| – | – | ﹤0.01% | 664 |
|
|
2022
Q4 | $6.36K | Hold |
75
| – | – | ﹤0.01% | 622 |
|
|
2022
Q3 | $6K | Hold |
75
| – | – | ﹤0.01% | 653 |
|
|
2022
Q2 | $7K | Hold |
75
| – | – | ﹤0.01% | 590 |
|
|
2022
Q1 | $8K | Sell |
75
-58
| -44% | -$6.19K | ﹤0.01% | 517 |
|
|
2021
Q4 | $16K | Hold |
133
| – | – | ﹤0.01% | 407 |
|
|
2021
Q3 | $14K | Buy |
133
+26
| +24% | +$2.74K | ﹤0.01% | 413 |
|
|
2021
Q2 | $11K | Buy |
107
+75
| +234% | +$7.71K | ﹤0.01% | 434 |
|
|
2021
Q1 | $3K | Buy |
+32
| New | +$3K | ﹤0.01% | 523 |
|