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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$265K	Hold
2025 Q1	$267K	Hold
2024 Q4	$260K	Hold
2024 Q3	$284K	Hold
2024 Q2	$245K	Buy