OneDigital Investment 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 | $281K | Sell |
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|
2025
Q1 | $287K | Buy |
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|
2024
Q4 | $278K | Sell |
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|
2024
Q3 | $305K | Buy |
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|
2024
Q2 | $255K | Buy |
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|
2024
Q1 | $253K | Sell |
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|
2023
Q4 | $271K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $693K | Buy |
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|
2020
Q3 | $643K | Buy |
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|
2020
Q2 | $317K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $92K | Buy |
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|
2018
Q2 | $51K | Sell |
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|
2018
Q1 | $50K | Buy |
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