Castle Wealth Management’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 | $343K | Sell |
3,616
-1,382
| -28% | -$131K | 0.12% | 94 |
|
|
2025
Q1 | $479K | Hold |
4,998
| – | – | 0.19% | 76 |
|
|
2024
Q4 | $465K | Buy |
4,998
+1
| +0% | +$93 | 0.18% | 80 |
|
|
2024
Q3 | $509K | Buy |
4,997
+1
| +0% | +$102 | 0.2% | 74 |
|
|
2024
Q2 | $438K | Buy |
4,996
+1
| +0% | +$88 | 0.21% | 84 |
|
|
2024
Q1 | $449K | Hold |
4,995
| – | – | 0.23% | 86 |
|
|
2023
Q4 | $457K | Sell |
4,995
-10
| -0.2% | -$914 | 0.27% | 82 |
|
|
2023
Q3 | $395K | Hold |
5,005
| – | – | 0.28% | 73 |
|
|
2023
Q2 | $433K | Sell |
5,005
-390
| -7% | -$33.8K | 0.3% | 70 |
|
|
2023
Q1 | $458K | Sell |
5,395
-1,330
| -20% | -$113K | 0.35% | 64 |
|
|
2022
Q4 | $566K | Buy |
6,725
+2,575
| +62% | +$217K | 0.36% | 56 |
|
|
2022
Q3 | $338K | Hold |
4,150
| – | – | 0.21% | 78 |
|
|
2022
Q2 | $382K | Buy |
+4,150
| New | +$382K | 0.22% | 73 |
|