Mascoma Wealth Management’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 | $6.63K | Buy |
+70
| New | +$6.63K | ﹤0.01% | 364 |
|
|
2023
Q1 | – | Sell |
-125
| Closed | -$10.5K | – | 661 |
|
|
2022
Q4 | $10.5K | Hold |
125
| – | – | ﹤0.01% | 402 |
|
|
2022
Q3 | $10K | Hold |
125
| – | – | ﹤0.01% | 400 |
|
|
2022
Q2 | $11K | Hold |
125
| – | – | ﹤0.01% | 408 |
|
|
2022
Q1 | $14K | Hold |
125
| – | – | ﹤0.01% | 404 |
|
|
2021
Q4 | $15K | Buy |
+125
| New | +$15K | 0.01% | 365 |
|
|
2019
Q2 | – | Sell |
-1,300
| Closed | -$113K | – | 395 |
|
|
2019
Q1 | $113K | Hold |
1,300
| – | – | 0.08% | 100 |
|
|
2018
Q4 | $97K | Hold |
1,300
| – | – | 0.07% | 106 |
|
|
2018
Q3 | $104K | Hold |
1,300
| – | – | 0.07% | 121 |
|
|
2018
Q2 | $105K | Hold |
1,300
| – | – | 0.07% | 108 |
|
|
2018
Q1 | $98K | Hold |
1,300
| – | – | 0.06% | 117 |
|
|
2017
Q4 | $99K | Hold |
1,300
| – | – | 0.06% | 110 |
|
|
2017
Q3 | $104K | Hold |
1,300
| – | – | 0.07% | 110 |
|
|
2017
Q2 | $104K | Hold |
1,300
| – | – | 0.07% | 112 |
|
|
2017
Q1 | $102K | Hold |
1,300
| – | – | 0.07% | 98 |
|
|
2016
Q4 | $100K | Buy |
+1,300
| New | +$100K | 0.07% | 103 |
|