HB Wealth 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 | $1.13M | Buy |
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|
2025
Q2 | $701K | Sell |
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|
2025
Q1 | $879K | Buy |
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|
2024
Q4 | $853K | Buy |
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|
2024
Q3 | $924K | Buy |
|
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|
2024
Q2 | $753K | Hold |
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|
2024
Q1 | $771K | Hold |
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|
2023
Q4 | $784K | Sell |
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|
2023
Q3 | $851K | Hold |
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|
2023
Q2 | $943K | Sell |
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|
2023
Q1 | $931K | Sell |
|
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|
2022
Q4 | $1.04M | Sell |
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|
2022
Q3 | $1.08M | Sell |
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|
2022
Q2 | $1.32M | Buy |
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|
2022
Q1 | $1.54M | Buy |
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|
2021
Q4 | $644K | Buy |
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