Kestra Private Wealth Services’s iShares US Real Estate ETF IYR Stock Holding History

Kestra Private Wealth Services’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 Q2	$240K	Buy
2025 Q1	$201K	Buy
2022 Q1	–	Sell
2021 Q4	$220K	Sell
2021 Q3	$288K	Sell
2021 Q2	$298K	Sell
2021 Q1	$281K	Buy