Kestra Private Wealth Services’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 | $240K | Buy |
2,530
+434
| +21% | +$41.1K | ﹤0.01% | 1411 |
|
|
2025
Q1 | $201K | Buy |
+2,096
| New | +$201K | ﹤0.01% | 1382 |
|
|
2022
Q1 | – | Sell |
-1,891
| Closed | -$220K | – | 1028 |
|
|
2021
Q4 | $220K | Sell |
1,891
-924
| -33% | -$107K | 0.01% | 874 |
|
|
2021
Q3 | $288K | Sell |
2,815
-104
| -4% | -$10.6K | 0.02% | 724 |
|
|
2021
Q2 | $298K | Sell |
2,919
-138
| -5% | -$14.1K | 0.02% | 680 |
|
|
2021
Q1 | $281K | Buy |
+3,057
| New | +$281K | 0.02% | 618 |
|