Encompass Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $736K | Buy |
7,778
+798
| +11% | +$77.5K | 0.26% | 45 |
|
|
2025
Q4 | $655K | Buy |
6,980
+724
| +12% | +$69K | 0.22% | 50 |
|
|
2025
Q3 | $607K | Buy |
6,256
+604
| +11% | +$58.1K | 0.21% | 55 |
|
|
2025
Q2 | $536K | Buy |
5,652
+388
| +7% | +$36.2K | 0.2% | 59 |
|
|
2025
Q1 | $504K | Buy |
5,264
+460
| +10% | +$43.8K | 0.21% | 60 |
|
|
2024
Q4 | $447K | Buy |
4,804
+96
| +2% | +$9.46K | 0.18% | 66 |
|
|
2024
Q3 | $480K | Buy |
4,708
+412
| +10% | +$39.7K | 0.12% | 146 |
|
|
2024
Q2 | $377K | Sell |
4,296
-43
| -1% | -$3.69K | 0.1% | 162 |
|
|
2024
Q1 | $390K | Sell |
4,339
-988
| -19% | -$87.4K | 0.1% | 169 |
|
|
2023
Q4 | $487K | Buy |
5,327
+1,120
| +27% | +$91.7K | 0.15% | 128 |
|
|
2023
Q3 | $329K | Sell |
4,207
-794
| -16% | -$67.7K | 0.11% | 152 |
|
|
2023
Q2 | $433K | Sell |
5,001
-48
| -1% | -$4.03K | 0.14% | 130 |
|
|
2023
Q1 | $429K | Sell |
5,049
-67
| -1% | -$5.86K | 0.15% | 125 |
|
|
2022
Q4 | $431K | Buy |
5,116
+1,489
| +41% | +$125K | 0.16% | 118 |
|
|
2022
Q3 | $295K | Sell |
3,627
-2,083
| -36% | -$197K | 0.11% | 152 |
|
|
2022
Q2 | $525K | Sell |
5,710
-4,893
| -46% | -$488K | 0.19% | 101 |
|
|
2022
Q1 | $1.15M | Buy |
10,603
+2,794
| +36% | +$295K | 0.29% | 60 |
|
|
2021
Q4 | $907K | Buy |
7,809
+654
| +9% | +$71.6K | 0.22% | 80 |
|
|
2021
Q3 | $732K | Buy |
7,155
+486
| +7% | +$51.7K | 0.19% | 92 |
|
|
2021
Q2 | $679K | Buy |
6,669
+313
| +5% | +$31.1K | 0.17% | 109 |
|
|
2021
Q1 | $623K | Buy |
6,356
+3,858
| +154% | +$339K | 0.16% | 114 |
|
|
2020
Q4 | $214K | Buy |
+2,498
| New | +$208K | 0.12% | 104 |
|
Other funds holding IYR
WI
CBU
IMPI
