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