Focus Partners Wealth’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 | $4.43M | Buy |
46,693
+3,461
| +8% | +$328K | 0.01% | 706 |
|
|
2025
Q1 | $4.14M | Buy |
43,232
+4,869
| +13% | +$466K | 0.01% | 675 |
|
|
2024
Q4 | $3.57M | Buy |
38,363
+12,409
| +48% | +$1.15M | 0.01% | 700 |
|
|
2024
Q3 | $2.64M | Buy |
25,954
+2,746
| +12% | +$280K | 0.01% | 705 |
|
|
2024
Q2 | $2.09M | Buy |
23,208
+12,609
| +119% | +$1.13M | 0.01% | 645 |
|
|
2024
Q1 | $953K | Buy |
10,599
+7,332
| +224% | +$659K | 0.01% | 611 |
|
|
2023
Q4 | $299K | Buy |
+3,267
| New | +$299K | ﹤0.01% | 672 |
|