Integris Wealth Management’s iShares US Real Estate ETF IYR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $240K | Sell |
2,534
-27
| -1% | -$2.56K | 0.06% | 102 |
|
|
2025
Q1 | $245K | Hold |
2,561
| – | – | 0.07% | 92 |
|
|
2024
Q4 | $238K | Sell |
2,561
-19
| -0.7% | -$1.77K | 0.07% | 94 |
|
|
2024
Q3 | $263K | Sell |
2,580
-23
| -0.9% | -$2.34K | 0.07% | 84 |
|
|
2024
Q2 | $228K | Hold |
2,603
| – | – | 0.07% | 89 |
|
|
2024
Q1 | $234K | Sell |
2,603
-92
| -3% | -$8.27K | 0.06% | 89 |
|
|
2023
Q4 | $246K | Sell |
2,695
-1,416
| -34% | -$129K | 0.07% | 83 |
|
|
2023
Q3 | $321K | Sell |
4,111
-4,984
| -55% | -$389K | 0.11% | 62 |
|
|
2023
Q2 | $787K | Sell |
9,095
-6,646
| -42% | -$575K | 0.28% | 30 |
|
|
2023
Q1 | $1.34M | Buy |
15,741
+33
| +0.2% | +$2.8K | 0.49% | 22 |
|
|
2022
Q4 | $1.32M | Buy |
+15,708
| New | +$1.32M | 0.52% | 23 |
|