Iron Horse 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 | $532 | Hold |
6
| – | – | ﹤0.01% | 549 |
|
|
2025
Q1 | $535 | Hold |
6
| – | – | ﹤0.01% | 551 |
|
|
2024
Q4 | $518 | Hold |
6
| – | – | ﹤0.01% | 462 |
|
|
2024
Q3 | $562 | Buy |
6
+1
| +20% | +$94 | ﹤0.01% | 460 |
|
|
2024
Q2 | $481 | Hold |
5
| – | – | ﹤0.01% | 441 |
|
|
2024
Q1 | $490 | Hold |
5
| – | – | ﹤0.01% | 429 |
|
|
2023
Q4 | $496 | Hold |
5
| – | – | ﹤0.01% | 454 |
|
|
2023
Q3 | $416 | Hold |
5
| – | – | ﹤0.01% | 473 |
|
|
2023
Q2 | $460 | Hold |
5
| – | – | ﹤0.01% | 286 |
|
|
2023
Q1 | $449 | Hold |
5
| – | – | ﹤0.01% | 320 |
|
|
2022
Q4 | $0 | Buy |
+5
| New | – | ﹤0.01% | 261 |
|
|
2022
Q2 | – | Sell |
-4
| Closed | – | – | 290 |
|
|
2022
Q1 | $0 | Hold |
4
| – | – | ﹤0.01% | 247 |
|
|
2021
Q4 | $0 | Hold |
4
| – | – | ﹤0.01% | 233 |
|
|
2021
Q3 | $0 | Hold |
4
| – | – | ﹤0.01% | 222 |
|
|
2021
Q2 | $0 | Hold |
4
| – | – | ﹤0.01% | 201 |
|
|
2021
Q1 | $0 | Hold |
4
| – | – | ﹤0.01% | 194 |
|
|
2020
Q4 | $0 | Buy |
+4
| New | – | ﹤0.01% | 182 |
|