Independent Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $316K | Sell |
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|
2025
Q3 | $399K | Sell |
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|
2025
Q2 | $408K | Buy |
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|
2025
Q1 | $398K | Sell |
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|
2024
Q4 | $1.41M | Sell |
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|
2024
Q3 | $2.37M | Buy |
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|
2024
Q2 | $504K | Sell |
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|
2024
Q1 | $596K | Sell |
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|
2023
Q4 | $1.49M | Buy |
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|
2023
Q3 | $1.03M | Buy |
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|
2023
Q2 | $1.01M | Buy |
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|
2023
Q1 | $328K | Buy |
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|
2022
Q4 | $209K | Sell |
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|
2022
Q3 | $333K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $224K | Sell |
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|
2021
Q4 | $440K | Buy |
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|
2021
Q3 | $349K | Buy |
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