Kagan Cocozza Asset Management’s iShares US Real Estate ETF IYR Stock Holding History

Kagan Cocozza Asset Management’s Portfolio IYR Stock Details IYR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$886K	Sell
2025 Q2	$889K	Sell
2025 Q1	$916K	Sell
2024 Q4	$896K	Buy