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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $607K | Buy |
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|
2025
Q2 | $536K | Buy |
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|
2025
Q1 | $504K | Buy |
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|
2024
Q4 | $447K | Buy |
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|
2024
Q3 | $480K | Buy |
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|
2024
Q2 | $377K | Sell |
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|
2024
Q1 | $390K | Sell |
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|
2023
Q4 | $487K | Buy |
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|
2023
Q3 | $329K | Sell |
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|
2023
Q2 | $433K | Sell |
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|
2023
Q1 | $429K | Sell |
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|
2022
Q4 | $431K | Buy |
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|
2022
Q3 | $295K | Sell |
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|
2022
Q2 | $525K | Sell |
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|
2022
Q1 | $1.15M | Buy |
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|
2021
Q4 | $907K | Buy |
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|
2021
Q3 | $732K | Buy |
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|
2021
Q2 | $679K | Buy |
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|
2021
Q1 | $623K | Buy |
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|
2020
Q4 | $214K | Buy |
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