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Optivise Advisory Services’s iShares US Real Estate ETF IYR Stock Holding History

Optivise Advisory Services’s Portfolio IYR Stock Details IYR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$265K Hold
2,791
– – 0.14% 154
2025
Q1 		$267K Hold
2,791
– – 0.15% 144
2024
Q4 		$260K Hold
2,791
– – 0.14% 141
2024
Q3 		$284K Hold
2,791
– – 0.15% 127
2024
Q2 		$245K Buy
+2,791
New +$245K 0.13% 146