IWA
IYR icon

Icon Wealth Advisors’s iShares US Real Estate ETF IYR Stock Holding History

Icon Wealth Advisors’s Portfolio IYR Stock Details IYR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-2,351
Closed -$211K – 472
2024
Q1 		$211K Buy
2,351
+808
+52% +$72.6K 0.02% 329
2023
Q4 		$141K Buy
+1,543
New +$141K 0.01% 369