Mount Yale Investment Advisors’s iShares US Real Estate ETF IYR Stock Holding History

Mount Yale Investment Advisors’s Portfolio IYR Stock Details IYR Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$433K	Buy
2023 Q1	–	Sell
2022 Q4	$292K	Buy