Mascoma Wealth Management’s iShares US Real Estate ETF IYR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.4K | Sell |
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|
2025
Q2 | $6.63K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $10.5K | Hold |
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|
2022
Q3 | $10K | Hold |
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|
2022
Q2 | $11K | Hold |
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|
2022
Q1 | $14K | Hold |
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|
2021
Q4 | $15K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $113K | Hold |
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|
2018
Q4 | $97K | Hold |
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|
2018
Q3 | $104K | Hold |
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|
2018
Q2 | $105K | Hold |
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|
2018
Q1 | $98K | Hold |
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|
2017
Q4 | $99K | Hold |
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|
2017
Q3 | $104K | Hold |
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|
2017
Q2 | $104K | Hold |
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|
2017
Q1 | $102K | Hold |
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|
2016
Q4 | $100K | Buy |
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