Grey Fox Wealth Advisors’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
Q2
$940K Buy
2025
Q1
$685K Buy
2024
Q4
$591K Sell
2024
Q3
$668K Sell
2024
Q2
$578K Buy
2024
Q1
$518K Sell
2023
Q4
$543K Buy
2023
Q3
$359K Buy
2023
Q2
Sell
2023
Q1
$6.22K Sell
2022
Q4
$20.5K Buy