FW
Fairway Wealth’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 | $3.27M | Buy |
34,456
+1,154
| +3% | +$109K | 1.04% | 20 |
|
2025
Q1 | $3.19M | Buy |
33,302
+10
| +0% | +$957 | 1.18% | 19 |
|
2024
Q4 | $3.1M | Sell |
33,292
-916
| -3% | -$85.2K | 1.4% | 18 |
|
2024
Q3 | $3.48M | Buy |
34,208
+171
| +0.5% | +$17.4K | 1.77% | 18 |
|
2024
Q2 | $2.99M | Buy |
34,037
+7,451
| +28% | +$654K | 1.76% | 18 |
|
2024
Q1 | $2.39M | Hold |
26,586
| – | – | 1.62% | 17 |
|
2023
Q4 | $2.43M | Buy |
+26,586
| New | +$2.43M | 1.86% | 15 |
|