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Journey Strategic Wealth’s iShares US Real Estate ETF IYR Stock Holding History

Journey Strategic Wealth’s Portfolio IYR Stock Details IYR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$227K Hold
2,392
– – 0.01% 557
2025
Q1 		$229K Hold
2,392
– – 0.01% 429
2024
Q4 		$223K Hold
2,392
– – 0.01% 433
2024
Q3 		$244K Hold
2,392
– – 0.01% 397
2024
Q2 		$210K Buy
+2,392
New +$210K 0.01% 354