Integris 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
Q3 | $246K | Hold |
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|
2025
Q2 | $240K | Sell |
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|
2025
Q1 | $245K | Hold |
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|
2024
Q4 | $238K | Sell |
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|
2024
Q3 | $263K | Sell |
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|
2024
Q2 | $228K | Hold |
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|
2024
Q1 | $234K | Sell |
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|
2023
Q4 | $246K | Sell |
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|
2023
Q3 | $321K | Sell |
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|
2023
Q2 | $787K | Sell |
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|
2023
Q1 | $1.34M | Buy |
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|
2022
Q4 | $1.32M | Buy |
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