Cetera Trust Company’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 | $28.4K | Hold |
300
| – | – | 0.02% | 240 |
|
|
2025
Q1 | $28.7K | Hold |
300
| – | – | 0.02% | 242 |
|
|
2024
Q4 | $27.9K | Hold |
300
| – | – | 0.02% | 244 |
|
|
2024
Q3 | $30.6K | Hold |
300
| – | – | 0.02% | 248 |
|
|
2024
Q2 | $26.3K | Hold |
300
| – | – | 0.02% | 251 |
|
|
2024
Q1 | $27K | Hold |
300
| – | – | 0.02% | 253 |
|
|
2023
Q4 | $27.4K | Buy |
+300
| New | +$27.4K | 0.02% | 251 |
|