Laurel Wealth Advisors (North Carolina)’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
Q1 | – | Sell |
-7
| Closed | -$652 | – | 722 |
|
|
2024
Q4 | $652 | Hold |
7
| – | – | ﹤0.01% | 686 |
|
|
2024
Q3 | $714 | Hold |
7
| – | – | ﹤0.01% | 645 |
|
|
2024
Q2 | $615 | Hold |
7
| – | – | ﹤0.01% | 605 |
|
|
2024
Q1 | $630 | Hold |
7
| – | – | ﹤0.01% | 591 |
|
|
2023
Q4 | $640 | Hold |
7
| – | – | ﹤0.01% | 529 |
|
|
2023
Q3 | $547 | Hold |
7
| – | – | ﹤0.01% | 538 |
|
|
2023
Q2 | $606 | Hold |
7
| – | – | ﹤0.01% | 540 |
|
|
2023
Q1 | $595 | Hold |
7
| – | – | ﹤0.01% | 543 |
|
|
2022
Q4 | $590 | Hold |
7
| – | – | ﹤0.01% | 518 |
|
|
2022
Q3 | $1K | Hold |
7
| – | – | ﹤0.01% | 514 |
|
|
2022
Q2 | $1K | Hold |
7
| – | – | ﹤0.01% | 591 |
|
|
2022
Q1 | $1K | Hold |
7
| – | – | ﹤0.01% | 632 |
|
|
2021
Q4 | $1K | Hold |
7
| – | – | ﹤0.01% | 633 |
|
|
2021
Q3 | $1K | Hold |
7
| – | – | ﹤0.01% | 642 |
|
|
2021
Q2 | $1K | Hold |
7
| – | – | ﹤0.01% | 721 |
|
|
2021
Q1 | $1K | Hold |
7
| – | – | ﹤0.01% | 644 |
|
|
2020
Q4 | $1K | Hold |
7
| – | – | ﹤0.01% | 571 |
|
|
2020
Q3 | $1K | Hold |
7
| – | – | ﹤0.01% | 509 |
|
|
2020
Q2 | $1K | Hold |
7
| – | – | ﹤0.01% | 497 |
|
|
2020
Q1 | $0 | Hold |
7
| – | – | ﹤0.01% | 540 |
|
|
2019
Q4 | $1K | Hold |
7
| – | – | ﹤0.01% | 509 |
|
|
2019
Q3 | $1K | Hold |
7
| – | – | ﹤0.01% | 495 |
|
|
2019
Q2 | $1K | Hold |
7
| – | – | ﹤0.01% | 500 |
|
|
2019
Q1 | $1K | Hold |
7
| – | – | ﹤0.01% | 473 |
|
|
2018
Q4 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 482 |
|