Concord Wealth Partners’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 | $33.2K | Sell |
350
-2
| -0.6% | -$190 | ﹤0.01% | 393 |
|
|
2025
Q1 | $33.7K | Buy |
352
+1
| +0.3% | +$96 | 0.01% | 377 |
|
|
2024
Q4 | $32.7K | Sell |
351
-2
| -0.6% | -$186 | 0.01% | 392 |
|
|
2024
Q3 | $36K | Sell |
353
-3
| -0.8% | -$306 | 0.01% | 384 |
|
|
2024
Q2 | $31.2K | Hold |
356
| – | – | 0.01% | 367 |
|
|
2024
Q1 | $32K | Buy |
356
+1
| +0.3% | +$90 | 0.01% | 422 |
|
|
2023
Q4 | $32.5K | Buy |
355
+7
| +2% | +$640 | 0.01% | 417 |
|
|
2023
Q3 | $27.2K | Hold |
348
| – | – | 0.01% | 464 |
|
|
2023
Q2 | $30.1K | Buy |
348
+2
| +0.6% | +$173 | 0.01% | 440 |
|
|
2023
Q1 | $29.4K | Sell |
346
-36
| -9% | -$3.06K | 0.01% | 429 |
|
|
2022
Q4 | $32.2K | Buy |
+382
| New | +$32.2K | 0.01% | 460 |
|
|
2022
Q3 | – | Sell |
-338
| Closed | -$31K | – | 658 |
|
|
2022
Q2 | $31K | Buy |
338
+2
| +0.6% | +$183 | 0.01% | 449 |
|
|
2022
Q1 | $36K | Buy |
336
+1
| +0.3% | +$107 | 0.01% | 489 |
|
|
2021
Q4 | $39K | Buy |
+335
| New | +$39K | 0.01% | 497 |
|