Davies Financial Advisors’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 | $478K | Sell |
5,042
-3,234
| -39% | -$306K | 0.37% | 55 |
|
|
2025
Q1 | $792K | Buy |
8,276
+481
| +6% | +$46.1K | 0.68% | 33 |
|
|
2024
Q4 | $725K | Buy |
7,795
+479
| +7% | +$44.6K | 0.62% | 35 |
|
|
2024
Q3 | $745K | Sell |
7,316
-361
| -5% | -$36.8K | 0.65% | 35 |
|
|
2024
Q2 | $674K | Sell |
7,677
-123
| -2% | -$10.8K | 0.63% | 37 |
|
|
2024
Q1 | $701K | Buy |
+7,800
| New | +$701K | 0.72% | 32 |
|