Dogwood Wealth Management’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 | $1.75M | Buy |
18,486
+1,240
| +7% | +$118K | 0.86% | 30 |
|
|
2025
Q1 | $1.65M | Buy |
17,246
+452
| +3% | +$43.3K | 0.87% | 31 |
|
|
2024
Q4 | $1.56M | Buy |
16,794
+2,824
| +20% | +$263K | 0.83% | 33 |
|
|
2024
Q3 | $1.42M | Sell |
13,970
-352
| -2% | -$35.9K | 0.82% | 32 |
|
|
2024
Q2 | $1.26M | Buy |
14,322
+2,611
| +22% | +$229K | 0.77% | 34 |
|
|
2024
Q1 | $1.05M | Buy |
11,711
+1,093
| +10% | +$98.3K | 0.71% | 31 |
|
|
2023
Q4 | $971K | Buy |
+10,618
| New | +$971K | 0.76% | 29 |
|