IHT 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
Q2 | – | Sell |
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|
2025
Q1 | $200K | Sell |
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|
2024
Q4 | $228K | Sell |
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|
2024
Q3 | $329K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $299K | Buy |
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|
2023
Q4 | $262K | Hold |
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|
2023
Q3 | $224K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $216K | Sell |
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|
2022
Q4 | $219K | Hold |
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|
2022
Q3 | $211K | Buy |
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|
2022
Q2 | $234K | Hold |
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|
2022
Q1 | $275K | Sell |
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|
2021
Q4 | $356K | Sell |
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|
2021
Q3 | $409K | Sell |
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|
2021
Q2 | $518K | Sell |
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|
2021
Q1 | $485K | Sell |
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|
2020
Q4 | $629K | Sell |
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|
2020
Q3 | $1.36M | Sell |
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|
2020
Q2 | $1.49M | Sell |
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|
2020
Q1 | $1.6M | Buy |
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|
2019
Q4 | $2.08M | Buy |
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|
2019
Q3 | $427K | Buy |
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|
2019
Q2 | $302K | Buy |
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|
2019
Q1 | $291K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $6K | Sell |
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|
2017
Q4 | $16K | Buy |
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|
2017
Q3 | $9K | Sell |
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|
2017
Q2 | $5 | Hold |
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|
2017
Q1 | $28K | Buy |
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|
2016
Q4 | $8K | Buy |
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