Moneta Group Investment 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
Q2 | $648K | Buy |
6,840
+414
| +6% | +$39.2K | 0.01% | 381 |
|
|
2025
Q1 | $615K | Buy |
6,426
+181
| +3% | +$17.3K | 0.01% | 369 |
|
|
2024
Q4 | $581K | Buy |
6,245
+52
| +0.8% | +$4.84K | 0.01% | 377 |
|
|
2024
Q3 | $631K | Buy |
6,193
+44
| +0.7% | +$4.48K | 0.01% | 358 |
|
|
2024
Q2 | $540K | Buy |
6,149
+38
| +0.6% | +$3.33K | 0.01% | 374 |
|
|
2024
Q1 | $549K | Buy |
6,111
+113
| +2% | +$10.2K | 0.01% | 361 |
|
|
2023
Q4 | $548K | Sell |
5,998
-196
| -3% | -$17.9K | 0.01% | 329 |
|
|
2023
Q3 | $484K | Buy |
6,194
+61
| +1% | +$4.77K | 0.01% | 325 |
|
|
2023
Q2 | $531K | Buy |
6,133
+25
| +0.4% | +$2.16K | 0.01% | 315 |
|
|
2023
Q1 | $519K | Buy |
+6,108
| New | +$519K | 0.01% | 317 |
|