Brighton Jones 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 | $449K | Buy |
+4,737
| New | +$449K | 0.01% | 579 |
|
|
2025
Q1 | – | Sell |
-2,815
| Closed | -$262K | – | 722 |
|
|
2024
Q4 | $262K | Buy |
2,815
+466
| +20% | +$43.4K | 0.01% | 560 |
|
|
2024
Q3 | $239K | Buy |
+2,349
| New | +$239K | 0.01% | 488 |
|
|
2024
Q1 | – | Sell |
-2,271
| Closed | -$208K | – | 642 |
|
|
2023
Q4 | $208K | Buy |
+2,271
| New | +$208K | 0.01% | 536 |
|