Elevation 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 | $646K | Hold |
6,820
| – | – | 0.26% | 57 |
|
|
2025
Q1 | $653K | Hold |
6,820
| – | – | 0.28% | 58 |
|
|
2024
Q4 | $635K | Hold |
6,820
| – | – | 0.27% | 54 |
|
|
2024
Q3 | $695K | Hold |
6,820
| – | – | 0.3% | 51 |
|
|
2024
Q2 | $598K | Sell |
6,820
-150
| -2% | -$13.2K | 0.28% | 56 |
|
|
2024
Q1 | $627K | Sell |
6,970
-675
| -9% | -$60.7K | 0.31% | 54 |
|
|
2023
Q4 | $597K | Buy |
+7,645
| New | +$597K | 0.36% | 54 |
|