GeoWealth Management’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
Q1 | – | Sell |
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|
2024
Q4 | $239K | Sell |
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|
2024
Q3 | $304K | Buy |
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|
2024
Q2 | $15.8K | Sell |
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|
2024
Q1 | $16.4K | Buy |
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|
2023
Q4 | $16K | Sell |
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|
2023
Q3 | $42K | Sell |
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|
2023
Q2 | $52K | Buy |
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|
2023
Q1 | $50K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $354K | Sell |
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|
2021
Q3 | $369K | Sell |
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|
2021
Q2 | $4.88M | Buy |
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|
2021
Q1 | $3.7M | Sell |
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|
2020
Q4 | $4.57M | Buy |
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