Bradley Foster & Sargent’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
Q3 | $389K | Hold |
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|
2025
Q2 | $380K | Hold |
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|
2025
Q1 | $384K | Hold |
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|
2024
Q4 | $373K | Sell |
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|
2024
Q3 | $421K | Buy |
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|
2024
Q2 | $352K | Hold |
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|
2024
Q1 | $360K | Hold |
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|
2023
Q4 | $366K | Hold |
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|
2023
Q3 | $347K | Hold |
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|
2023
Q2 | $347K | Hold |
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|
2023
Q1 | $340K | Hold |
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|
2022
Q4 | $338K | Sell |
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|
2022
Q3 | $339K | Hold |
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|
2022
Q2 | $383K | Buy |
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|
2022
Q1 | $434K | Buy |
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|
2021
Q4 | $360K | Buy |
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