CarsonAllaria Wealth Management’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 | $4.82M | Buy |
|
|||||
|
2025
Q2 | $4.48M | Buy |
|
|||||
|
2025
Q1 | $4.52M | Sell |
|
|||||
|
2024
Q4 | $4.77M | Sell |
|
|||||
|
2024
Q3 | $5.28M | Buy |
|
|||||
|
2024
Q2 | $4.43M | Buy |
|
|||||
|
2024
Q1 | $4.09M | Buy |
|
|||||
|
2023
Q4 | $3.58M | Buy |
|
|||||
|
2023
Q3 | $2.76M | Buy |
|
|||||
|
2023
Q2 | $2.9M | Buy |
|
|||||
|
2023
Q1 | $2.72M | Buy |
|
|||||
|
2022
Q4 | $2.46M | Buy |
|
|||||
|
2022
Q3 | $2.35M | Buy |
|
|||||
|
2022
Q2 | $2.42M | Buy |
|
|||||
|
2022
Q1 | $2.74M | Buy |
|
|||||
|
2021
Q4 | $2.53M | Buy |
|