Naviter Wealth’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 | $3.6M | Buy |
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|
2025
Q2 | $3.51M | Buy |
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|
2025
Q1 | $1.93M | Hold |
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|
2024
Q4 | $1.89M | Buy |
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|
2024
Q3 | $657K | Buy |
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|
2024
Q2 | $234K | Sell |
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|
2024
Q1 | $243K | Buy |
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|
2023
Q4 | $240K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $214K | Sell |
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|
2023
Q1 | $666K | Sell |
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|
2022
Q4 | $8.09M | Buy |
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|
2022
Q3 | $1.29M | Sell |
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|
2022
Q2 | $3.19M | Sell |
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|
2022
Q1 | $6.16M | Buy |
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|
2021
Q4 | $5.91M | Buy |
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