Householder Group Estate & Retirement Specialist’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
2024
Q4
Sell
2024
Q3
$135K Sell
2024
Q2
$120K Buy
2024
Q1
$122K Buy
2023
Q4
$123K Buy
2023
Q3
$104K Buy
2023
Q1
$112K Buy
2022
Q4
Sell
2022
Q3
$138K Buy
2022
Q1
Sell
2021
Q4
$208K Buy