Canton Hathaway’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 | $1.73M | Sell |
18,299
-560
| -3% | -$53.1K | 0.35% | 36 |
|
2025
Q1 | $1.81M | Sell |
18,859
-1,532
| -8% | -$147K | 0.36% | 33 |
|
2024
Q4 | $1.9M | Buy |
20,391
+451
| +2% | +$42K | 0.47% | 30 |
|
2024
Q3 | $2.03M | Buy |
+19,940
| New | +$2.03M | 0.51% | 27 |
|
2024
Q2 | – | Sell |
-22,175
| Closed | -$1.99M | – | 245 |
|
2024
Q1 | $1.99M | Buy |
+22,175
| New | +$1.99M | 0.54% | 27 |
|