NorthRock Partners’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 | $16K | Hold |
169
| – | – | ﹤0.01% | 821 |
|
|
2025
Q1 | $16.2K | Buy |
+169
| New | +$16.2K | ﹤0.01% | 747 |
|
|
2024
Q4 | – | Sell |
-184
| Closed | -$18.7K | – | 819 |
|
|
2024
Q3 | $18.7K | Buy |
184
+6
| +3% | +$611 | ﹤0.01% | 742 |
|
|
2024
Q2 | $15.6K | Hold |
178
| – | – | ﹤0.01% | 728 |
|
|
2024
Q1 | $16K | Sell |
178
-323
| -64% | -$29K | ﹤0.01% | 712 |
|
|
2023
Q4 | $45.8K | Buy |
+501
| New | +$45.8K | ﹤0.01% | 621 |
|