Faithward Advisors’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 | $810K | Buy |
8,544
+314
| +4% | +$29.8K | 0.13% | 123 |
|
|
2025
Q1 | $788K | Buy |
8,230
+1,004
| +14% | +$96.1K | 0.14% | 123 |
|
|
2024
Q4 | $672K | Buy |
7,226
+1,056
| +17% | +$98.3K | 0.11% | 126 |
|
|
2024
Q3 | $629K | Buy |
6,170
+72
| +1% | +$7.34K | 0.11% | 142 |
|
|
2024
Q2 | $535K | Buy |
+6,098
| New | +$535K | 0.1% | 157 |
|
|
2024
Q1 | – | Sell |
-64
| Closed | -$5.46K | – | 285 |
|
|
2023
Q4 | $5.46K | Hold |
64
| – | – | ﹤0.01% | 232 |
|
|
2023
Q3 | $4.96K | Buy |
+64
| New | +$4.96K | ﹤0.01% | 222 |
|
|
2023
Q1 | – | Sell |
-100
| Closed | -$8.42K | – | 325 |
|
|
2022
Q4 | $8.42K | Buy |
+100
| New | +$8.42K | ﹤0.01% | 231 |
|
|
2022
Q1 | – | Sell |
-100
| Closed | -$12K | – | 286 |
|
|
2021
Q4 | $12K | Hold |
100
| – | – | ﹤0.01% | 227 |
|
|
2021
Q3 | $10K | Hold |
100
| – | – | ﹤0.01% | 248 |
|
|
2021
Q2 | $10K | Buy |
+100
| New | +$10K | ﹤0.01% | 240 |
|