One Wealth 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
$201K Hold
2,122
0.03% 280
2025
Q1
$203K Buy
+2,122
New +$203K 0.03% 275
2024
Q1
Sell
-3,810
Closed -$348K 255
2023
Q4
$348K Buy
+3,810
New +$348K 0.07% 140