Gould Asset 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
Q3 | $555K | Sell |
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|
2025
Q2 | $547K | Sell |
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|
2025
Q1 | $572K | Hold |
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|
2024
Q4 | $556K | Hold |
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|
2024
Q3 | $609K | Sell |
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|
2024
Q2 | $540K | Sell |
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|
2024
Q1 | $574K | Sell |
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|
2023
Q4 | $599K | Sell |
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|
2023
Q3 | $516K | Hold |
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|
2023
Q2 | $572K | Hold |
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|
2023
Q1 | $561K | Sell |
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|
2022
Q4 | $629K | Buy |
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|
2022
Q3 | $544K | Sell |
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|
2022
Q2 | $644K | Sell |
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|
2022
Q1 | $787K | Sell |
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|
2021
Q4 | $856K | Buy |
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|
2021
Q3 | $724K | Sell |
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|
2021
Q2 | $737K | Sell |
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|
2021
Q1 | $696K | Buy |
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|
2020
Q4 | $641K | Buy |
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|
2020
Q3 | $564K | Sell |
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|
2020
Q2 | $567K | Sell |
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|
2020
Q1 | $516K | Sell |
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|
2019
Q4 | $729K | Sell |
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|
2019
Q3 | $740K | Hold |
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|
2019
Q2 | $691K | Sell |
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|
2019
Q1 | $690K | Sell |
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|
2018
Q4 | $608K | Buy |
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