Carolinas Wealth Consulting’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 | – | Sell |
-153
| Closed | -$14.7K | – | 490 |
|
|
2025
Q1 | $14.7K | Sell |
153
-2
| -1% | -$192 | ﹤0.01% | 486 |
|
|
2024
Q4 | $14.4K | Hold |
155
| – | – | ﹤0.01% | 506 |
|
|
2024
Q3 | $15.8K | Buy |
155
+44
| +40% | +$4.48K | ﹤0.01% | 501 |
|
|
2024
Q2 | $9.74K | Sell |
111
-37
| -25% | -$3.25K | ﹤0.01% | 561 |
|
|
2024
Q1 | $13.3K | Buy |
+148
| New | +$13.3K | ﹤0.01% | 526 |
|