J.W. Cole Advisors’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 | $595K | Buy |
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|
2025
Q1 | $581K | Buy |
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|
2024
Q4 | $265K | Hold |
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|
2024
Q3 | $291K | Sell |
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|
2024
Q2 | $252K | Sell |
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|
2024
Q1 | $275K | Buy |
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|
2023
Q4 | $253K | Sell |
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|
2023
Q3 | $233K | Sell |
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|
2023
Q2 | $292K | Sell |
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|
2023
Q1 | $889K | Buy |
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|
2022
Q4 | $529K | Buy |
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|
2022
Q3 | $407K | Sell |
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|
2022
Q2 | $480K | Buy |
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|
2022
Q1 | $564K | Sell |
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|
2021
Q4 | $610K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $498K | Buy |
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|
2021
Q1 | $447K | Buy |
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|
2020
Q4 | $210K | Sell |
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|
2020
Q3 | $861K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $999K | Buy |
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