Midland Wealth Advisors’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 |
-2,298
| Closed | -$214K | – | 186 |
|
|
2024
Q4 | $214K | Sell |
2,298
-472
| -17% | -$43.9K | 0.01% | 186 |
|
|
2024
Q3 | $282K | Hold |
2,770
| – | – | 0.02% | 169 |
|
|
2024
Q2 | $243K | Sell |
2,770
-709
| -20% | -$62.2K | 0.01% | 188 |
|
|
2024
Q1 | $313K | Buy |
3,479
+505
| +17% | +$45.4K | 0.02% | 162 |
|
|
2023
Q4 | $272K | Buy |
+2,974
| New | +$272K | 0.02% | 162 |
|