JFS Wealth Advisors’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 | $2.62M | Sell |
27,665
-13
| -0% | -$1.23K | 0.17% | 80 |
|
|
2025
Q1 | $2.65M | Buy |
27,678
+5
| +0% | +$479 | 0.18% | 75 |
|
|
2024
Q4 | $2.58M | Sell |
27,673
-1,690
| -6% | -$157K | 0.18% | 74 |
|
|
2024
Q3 | $2.99M | Sell |
29,363
-700
| -2% | -$71.3K | 0.2% | 75 |
|
|
2024
Q2 | $2.64M | Buy |
30,063
+117
| +0.4% | +$10.3K | 0.21% | 69 |
|
|
2024
Q1 | $2.69M | Buy |
29,946
+422
| +1% | +$37.9K | 0.21% | 65 |
|
|
2023
Q4 | $2.7M | Sell |
29,524
-2,597
| -8% | -$237K | 0.23% | 62 |
|
|
2023
Q3 | $2.51M | Sell |
32,121
-167
| -0.5% | -$13K | 0.24% | 65 |
|
|
2023
Q2 | $2.79M | Buy |
32,288
+79
| +0.2% | +$6.84K | 0.25% | 61 |
|
|
2023
Q1 | $2.73M | Buy |
32,209
+1,374
| +4% | +$117K | 0.26% | 61 |
|
|
2022
Q4 | $2.6M | Sell |
30,835
-3,364
| -10% | -$283K | 0.25% | 61 |
|
|
2022
Q3 | $2.79M | Buy |
34,199
+8
| +0% | +$651 | 0.31% | 55 |
|
|
2022
Q2 | $3.15M | Sell |
34,191
-154
| -0.4% | -$14.2K | 0.33% | 52 |
|
|
2022
Q1 | $3.72M | Buy |
34,345
+664
| +2% | +$71.9K | 0.35% | 54 |
|
|
2021
Q4 | $3.91M | Sell |
33,681
-16,051
| -32% | -$1.86M | 0.37% | 53 |
|
|
2021
Q3 | $5.09M | Buy |
+49,732
| New | +$5.09M | 0.52% | 35 |
|