Gray Private 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 | $1.64M | Sell |
17,350
-433
| -2% | -$41K | 0.88% | 12 |
|
|
2025
Q1 | $1.7M | Sell |
17,783
-480
| -3% | -$46K | 1.02% | 12 |
|
|
2024
Q4 | $1.7M | Buy |
18,263
+651
| +4% | +$60.6K | 1.01% | 12 |
|
|
2024
Q3 | $1.79M | Buy |
17,612
+154
| +0.9% | +$15.7K | 1.07% | 12 |
|
|
2024
Q2 | $1.53M | Buy |
17,458
+377
| +2% | +$33.1K | 0.98% | 12 |
|
|
2024
Q1 | $1.54M | Buy |
+17,081
| New | +$1.54M | 1.01% | 12 |
|