EFG
Embree Financial Group’s iShares US Real Estate ETF IYR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.04M | Sell |
21,540
-2,706
| -11% | -$256K | 0.31% | 61 |
|
|
2025
Q1 | $2.32M | Sell |
24,246
-3,637
| -13% | -$348K | 0.39% | 53 |
|
|
2024
Q4 | $2.59M | Buy |
27,883
+732
| +3% | +$68.1K | 0.44% | 47 |
|
|
2024
Q3 | $2.77M | Buy |
27,151
+601
| +2% | +$61.2K | 0.49% | 43 |
|
|
2024
Q2 | $2.33M | Buy |
26,550
+56
| +0.2% | +$4.91K | 0.45% | 50 |
|
|
2024
Q1 | $2.38M | Sell |
26,494
-5,682
| -18% | -$511K | 0.47% | 49 |
|
|
2023
Q4 | $2.94M | Buy |
+32,176
| New | +$2.94M | 0.62% | 42 |
|