Investment Advisory 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $389K | Sell |
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|
2025
Q1 | $396K | Buy |
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|
2024
Q4 | $371K | Hold |
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|
2024
Q3 | $406K | Sell |
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|
2024
Q2 | $351K | Hold |
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|
2024
Q1 | $359K | Hold |
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|
2023
Q4 | $365K | Buy |
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|
2023
Q3 | $303K | Hold |
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|
2023
Q2 | $336K | Hold |
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|
2023
Q1 | $330K | Sell |
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|
2022
Q4 | $447K | Hold |
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|
2022
Q3 | $432K | Buy |
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|
2022
Q2 | $484K | Buy |
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|
2022
Q1 | $566K | Hold |
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|
2021
Q4 | $545K | Buy |
|