Foundation Wealth Management (Missouri)’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 | $1.54M | Sell |
16,214
-541
| -3% | -$51.3K | 1.07% | 19 |
|
|
2025
Q1 | $1.6M | Buy |
16,755
+15
| +0.1% | +$1.44K | 1.26% | 17 |
|
|
2024
Q4 | $1.56M | Sell |
16,740
-243
| -1% | -$22.6K | 1.21% | 17 |
|
|
2024
Q3 | $1.73M | Sell |
16,983
-1,644
| -9% | -$167K | 1.31% | 17 |
|
|
2024
Q2 | $1.63M | Buy |
18,627
+70
| +0.4% | +$6.14K | 1.28% | 18 |
|
|
2024
Q1 | $1.67M | Sell |
18,557
-496
| -3% | -$44.6K | 1.36% | 17 |
|
|
2023
Q4 | $1.74M | Buy |
19,053
+3,415
| +22% | +$312K | 1.56% | 16 |
|
|
2023
Q3 | $1.22M | Sell |
15,638
-8,767
| -36% | -$685K | 1.22% | 19 |
|
|
2023
Q2 | $2.11M | Buy |
24,405
+510
| +2% | +$44.1K | 2.06% | 16 |
|
|
2023
Q1 | $2.03M | Buy |
23,895
+8,780
| +58% | +$745K | 2.09% | 16 |
|
|
2022
Q4 | $1.27M | Buy |
+15,115
| New | +$1.27M | 1.29% | 21 |
|