Heritage Wealth Advisors’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 | $66.3K | Hold |
700
| – | – | ﹤0.01% | 280 |
|
|
2025
Q1 | $67K | Hold |
700
| – | – | ﹤0.01% | 278 |
|
|
2024
Q4 | $65.1K | Hold |
700
| – | – | ﹤0.01% | 291 |
|
|
2024
Q3 | $71.3K | Hold |
700
| – | – | ﹤0.01% | 297 |
|
|
2024
Q2 | $61.4K | Hold |
700
| – | – | ﹤0.01% | 293 |
|
|
2024
Q1 | $62.9K | Hold |
700
| – | – | ﹤0.01% | 305 |
|
|
2023
Q4 | $64K | Hold |
700
| – | – | ﹤0.01% | 315 |
|
|
2023
Q3 | $54.7K | Hold |
700
| – | – | ﹤0.01% | 291 |
|
|
2023
Q2 | $60.6K | Hold |
700
| – | – | ﹤0.01% | 296 |
|
|
2023
Q1 | $59.4K | Sell |
700
-219
| -24% | -$18.6K | ﹤0.01% | 298 |
|
|
2022
Q4 | $77.4K | Hold |
919
| – | – | ﹤0.01% | 279 |
|
|
2022
Q3 | $74.8K | Sell |
919
-100
| -10% | -$8.14K | 0.01% | 268 |
|
|
2022
Q2 | $94K | Buy |
1,019
+700
| +219% | +$64.6K | 0.01% | 266 |
|
|
2022
Q1 | $35K | Hold |
319
| – | – | ﹤0.01% | 349 |
|
|
2021
Q4 | $37K | Hold |
319
| – | – | ﹤0.01% | 354 |
|
|
2021
Q3 | $32.7K | Hold |
319
| – | – | ﹤0.01% | 356 |
|
|
2021
Q2 | $32.5K | Hold |
319
| – | – | ﹤0.01% | 364 |
|
|
2021
Q1 | $29.3K | Hold |
319
| – | – | ﹤0.01% | 387 |
|
|
2020
Q4 | $27K | Hold |
319
| – | – | ﹤0.01% | 381 |
|
|
2020
Q3 | $25.5K | Hold |
319
| – | – | ﹤0.01% | 331 |
|
|
2020
Q2 | $25.1K | Hold |
319
| – | – | ﹤0.01% | 311 |
|
|
2020
Q1 | $22.2K | Hold |
319
| – | – | ﹤0.01% | 314 |
|
|
2019
Q4 | $29.7K | Hold |
319
| – | – | ﹤0.01% | 345 |
|
|
2019
Q3 | $29K | Hold |
319
| – | – | ﹤0.01% | 323 |
|
|
2019
Q2 | $27.9K | Hold |
319
| – | – | ﹤0.01% | 309 |
|
|
2019
Q1 | $27.8K | Hold |
319
| – | – | ﹤0.01% | 275 |
|
|
2018
Q4 | $23K | Hold |
319
| – | – | ﹤0.01% | 251 |
|
|
2018
Q3 | $25K | Buy |
+319
| New | +$25K | ﹤0.01% | 253 |
|