DHJJ 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
Q1 | – | Sell |
-118
| Closed | -$11K | – | 935 |
|
|
2024
Q4 | $11K | Hold |
118
| – | – | ﹤0.01% | 488 |
|
|
2024
Q3 | $12K | Hold |
118
| – | – | ﹤0.01% | 474 |
|
|
2024
Q2 | $10.4K | Hold |
118
| – | – | ﹤0.01% | 452 |
|
|
2024
Q1 | $10.6K | Sell |
118
-105
| -47% | -$9.44K | ﹤0.01% | 441 |
|
|
2023
Q4 | $20.4K | Sell |
223
-18
| -7% | -$1.65K | 0.01% | 361 |
|
|
2023
Q3 | $18.8K | Buy |
+241
| New | +$18.8K | 0.01% | 362 |
|