EP 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
Q2 | $162K | Sell |
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|
2025
Q1 | $233K | Buy |
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|
2024
Q4 | $133K | Sell |
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|
2024
Q3 | $146K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $160K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $154K | Sell |
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|
2022
Q1 | $226K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $136K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $271K | Sell |
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|
2019
Q4 | $381K | Hold |
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|
2019
Q3 | $382K | Sell |
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|
2019
Q2 | $383K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $352K | Buy |
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