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Measured Wealth Private Client Group’s iShares US Real Estate ETF IYR Stock Holding History

Measured Wealth Private Client Group’s Portfolio IYR Stock Details IYR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$4.71M Buy
49,682
+2,350
+5% +$223K 1.41% 16
2025
Q1 		$4.53M Buy
47,332
+28,016
+145% +$2.68M 1.45% 14
2024
Q4 		$1.8M Buy
19,316
+4,991
+35% +$464K 0.58% 26
2024
Q3 		$1.46M Buy
+14,325
New +$1.46M 0.49% 27