Hughes Financial Services’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
$132K Sell
1,386
-1,328
-49% -$127K 0.02% 92
2025
Q1
$260K Sell
2,714
-45
-2% -$4.31K 0.05% 55
2024
Q4
$257K Buy
+2,759
New +$257K 0.05% 51