Corient Private Wealth’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 | $3.06M | Sell |
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|
2025
Q2 | $3.02M | Sell |
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|
2025
Q1 | $4.2M | Sell |
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|
2024
Q4 | $4.35M | Sell |
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|
2024
Q3 | $3.63M | Buy |
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|
2024
Q2 | $4.14M | Sell |
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|
2024
Q1 | $34.3M | Sell |
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|
2023
Q4 | $34.9M | Buy |
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|
2023
Q3 | $16.4M | Sell |
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|
2023
Q2 | $19.7M | Sell |
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|
2023
Q1 | $20.9M | Sell |
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|
2022
Q4 | $26.3M | Buy |
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