Orion Portfolio Solutions’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
Q1 | $601K | Buy |
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|
2024
Q4 | $423K | Sell |
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|
2024
Q3 | $687K | Buy |
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|
2024
Q2 | $277K | Sell |
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|
2024
Q1 | $352K | Sell |
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|
2023
Q4 | $369K | Sell |
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|
2023
Q3 | $341K | Sell |
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|
2023
Q2 | $379K | Sell |
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|
2023
Q1 | $429K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $18K | Hold |
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|
2020
Q1 | $16K | Buy |
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|
2019
Q4 | $3K | Buy |
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