Financial & Tax Architects’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
Q3
$1.13M Buy
2025
Q2
Sell
2025
Q1
$830K Buy
2024
Q4
$676K Buy
2024
Q3
$647K Sell
2024
Q2
$593K Sell
2024
Q1
$622K Sell
2023
Q4
$690K Buy
2022
Q1
Sell
2021
Q4
$1.31M Buy
2021
Q3
$954K Buy
2021
Q2
$727K Buy
2021
Q1
$533K Buy