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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
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$889K Sell
9,385
-179
-2% -$17K 0.68% 27
2025
Q1 		$916K Sell
9,564
-62
-0.6% -$5.94K 0.75% 24
2024
Q4 		$896K Buy
+9,626
New +$896K 0.74% 26