HB 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
Q2 | $701K | Sell |
7,392
-1,790
| -19% | -$170K | 0.01% | 618 |
|
|
2025
Q1 | $879K | Buy |
9,182
+11
| +0.1% | +$1.05K | 0.01% | 565 |
|
|
2024
Q4 | $853K | Buy |
9,171
+100
| +1% | +$9.31K | 0.01% | 441 |
|
|
2024
Q3 | $924K | Buy |
9,071
+490
| +6% | +$49.9K | 0.01% | 410 |
|
|
2024
Q2 | $753K | Hold |
8,581
| – | – | 0.01% | 430 |
|
|
2024
Q1 | $771K | Hold |
8,581
| – | – | 0.01% | 393 |
|
|
2023
Q4 | $784K | Sell |
8,581
-2,313
| -21% | -$211K | 0.01% | 356 |
|
|
2023
Q3 | $851K | Hold |
10,894
| – | – | 0.01% | 320 |
|
|
2023
Q2 | $943K | Sell |
10,894
-70
| -0.6% | -$6.06K | 0.02% | 297 |
|
|
2023
Q1 | $931K | Sell |
10,964
-1,422
| -11% | -$121K | 0.02% | 297 |
|
|
2022
Q4 | $1.04M | Sell |
12,386
-928
| -7% | -$78.1K | 0.02% | 276 |
|
|
2022
Q3 | $1.08M | Sell |
13,314
-1,092
| -8% | -$88.9K | 0.02% | 243 |
|
|
2022
Q2 | $1.33M | Buy |
14,406
+213
| +2% | +$19.6K | 0.03% | 219 |
|
|
2022
Q1 | $1.54M | Buy |
14,193
+8,648
| +156% | +$936K | 0.03% | 215 |
|
|
2021
Q4 | $644K | Buy |
+5,545
| New | +$644K | 0.01% | 283 |
|