Embree Financial Group’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
$1.79M Sell
2025
Q2
$2.04M Sell
2025
Q1
$2.32M Sell
2024
Q4
$2.59M Buy
2024
Q3
$2.77M Buy
2024
Q2
$2.33M Buy
2024
Q1
$2.38M Sell
2023
Q4
$2.94M Buy