Integrated Wealth Concepts’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 | $536K | Buy |
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|
2025
Q1 | $537K | Sell |
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|
2024
Q4 | $526K | Sell |
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|
2024
Q3 | $685K | Sell |
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|
2024
Q2 | $626K | Sell |
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|
2024
Q1 | $644K | Sell |
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|
2023
Q4 | $747K | Buy |
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|
2023
Q3 | $560K | Sell |
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|
2023
Q2 | $2.27M | Buy |
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|
2023
Q1 | $577K | Sell |
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|
2022
Q4 | $608K | Sell |
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|
2022
Q3 | $979K | Buy |
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|
2022
Q2 | $1.07M | Buy |
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|
2022
Q1 | $978K | Sell |
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|
2021
Q4 | $1.11M | Sell |
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|
2021
Q3 | $1.06M | Sell |
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|
2021
Q2 | $35.5M | Buy |
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|
2021
Q1 | $613K | Buy |
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|
2020
Q4 | $560K | Buy |
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|
2020
Q3 | $331K | Buy |
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|
2020
Q2 | $272K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $5.8M | Sell |
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|
2019
Q1 | $7.33M | Buy |
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