Farther Finance 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 | $6.62M | Buy |
69,878
+65,032
| +1,342% | +$6.16M | 0.13% | 143 |
|
|
2025
Q1 | $464K | Buy |
4,846
+17
| +0.4% | +$1.63K | 0.01% | 814 |
|
|
2024
Q4 | $449K | Sell |
4,829
-746
| -13% | -$69.4K | 0.02% | 626 |
|
|
2024
Q3 | $568K | Sell |
5,575
-1,279
| -19% | -$130K | 0.02% | 540 |
|
|
2024
Q2 | $596K | Buy |
6,854
+18
| +0.3% | +$1.57K | 0.03% | 427 |
|
|
2024
Q1 | $604K | Sell |
6,836
-1,214
| -15% | -$107K | 0.04% | 354 |
|
|
2023
Q4 | $736K | Buy |
8,050
+7,904
| +5,414% | +$723K | 0.05% | 276 |
|
|
2023
Q3 | $11.4K | Hold |
146
| – | – | ﹤0.01% | 1249 |
|
|
2023
Q2 | $12.6K | Hold |
146
| – | – | ﹤0.01% | 1126 |
|
|
2023
Q1 | $12.4K | Hold |
146
| – | – | ﹤0.01% | 1045 |
|
|
2022
Q4 | $12.3K | Buy |
+146
| New | +$12.3K | ﹤0.01% | 879 |
|