IAA
Independent Advisor Alliance’s iShares US Real Estate ETF IYR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,621
| Closed | -$337K | – | 1113 |
|
|
2024
Q4 | $337K | Buy |
+3,621
| New | +$337K | ﹤0.01% | 1090 |
|
|
2020
Q1 | – | Sell |
-39,124
| Closed | -$3.64M | – | 640 |
|
|
2019
Q4 | $3.64M | Buy |
+39,124
| New | +$3.64M | 0.16% | 142 |
|
|
2017
Q2 | – | Sell |
-30,370
| Closed | -$2.38M | – | 326 |
|
|
2017
Q1 | $2.38M | Buy |
+30,370
| New | +$2.38M | 0.38% | 75 |
|