EPG Wealth Management’s iShares US Real Estate ETF IYR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.5K | Buy |
111
+1
| +0.9% | +$95 | ﹤0.01% | 272 |
|
|
2025
Q1 | $10.5K | Hold |
110
| – | – | ﹤0.01% | 360 |
|
|
2024
Q4 | $10.2K | Hold |
110
| – | – | ﹤0.01% | 373 |
|
|
2024
Q3 | $11.2K | Buy |
+110
| New | +$11.2K | ﹤0.01% | 369 |
|
|
2024
Q2 | – | Sell |
-110
| Closed | -$9.89K | – | 395 |
|
|
2024
Q1 | $9.89K | Hold |
110
| – | – | ﹤0.01% | 388 |
|
|
2023
Q4 | $9.39K | Hold |
110
| – | – | ﹤0.01% | 372 |
|
|
2023
Q3 | $8.6K | Hold |
110
| – | – | ﹤0.01% | 372 |
|
|
2023
Q2 | $9.52K | Hold |
110
| – | – | ﹤0.01% | 359 |
|
|
2023
Q1 | $9.34K | Hold |
110
| – | – | ﹤0.01% | 368 |
|
|
2022
Q4 | $9.26K | Hold |
110
| – | – | ﹤0.01% | 334 |
|
|
2022
Q3 | $9K | Buy |
+110
| New | +$9K | ﹤0.01% | 335 |
|
|
2022
Q2 | – | Sell |
-110
| Closed | -$12K | – | 317 |
|
|
2022
Q1 | $12K | Sell |
110
-100
| -48% | -$10.9K | ﹤0.01% | 348 |
|
|
2021
Q4 | $24K | Buy |
210
+100
| +91% | +$11.4K | 0.01% | 334 |
|
|
2021
Q3 | $11K | Buy |
+110
| New | +$11K | ﹤0.01% | 330 |
|
|
2020
Q2 | – | Sell |
-110
| Closed | -$8K | – | 472 |
|
|
2020
Q1 | $8K | Sell |
110
-115
| -51% | -$8.36K | 0.01% | 516 |
|
|
2019
Q4 | $21K | Buy |
+225
| New | +$21K | 0.02% | 339 |
|