Golden State Wealth Management’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
Q1 | – | Sell |
-92
| Closed | -$8.61K | – | 1616 |
|
|
2024
Q4 | $8.61K | Buy |
+92
| New | +$8.61K | ﹤0.01% | 999 |
|
|
2020
Q2 | – | Sell |
-513
| Closed | -$36K | – | 554 |
|
|
2020
Q1 | $36K | Buy |
+513
| New | +$36K | 0.02% | 409 |
|
|
2019
Q4 | – | Sell |
-513
| Closed | -$48K | – | 506 |
|
|
2019
Q3 | $48K | Hold |
513
| – | – | 0.02% | 435 |
|
|
2019
Q2 | $44K | Hold |
513
| – | – | 0.01% | 485 |
|
|
2019
Q1 | $45K | Buy |
+513
| New | +$45K | 0.02% | 471 |
|