NewEdge Advisors’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
Q2 | $75.4K | Buy |
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|
2025
Q1 | $75.9K | Buy |
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|
2024
Q4 | $73.5K | Sell |
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|
2024
Q3 | $102K | Buy |
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|
2024
Q2 | $81.5K | Sell |
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|
2024
Q1 | $106K | Buy |
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|
2023
Q4 | $106K | Sell |
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|
2023
Q3 | $110K | Buy |
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|
2023
Q2 | $27.2K | Sell |
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|
2023
Q1 | $65.1K | Sell |
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|
2022
Q4 | $32.4K | Sell |
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|
2022
Q3 | $368K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $635K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.4M | Buy |
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|
2019
Q3 | $1.42M | Buy |
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