Oxford Financial Group’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
Q3 | $7.67K | Hold |
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|
2025
Q2 | $7.49K | Hold |
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|
2025
Q1 | $7.56K | Hold |
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|
2024
Q4 | $7.35K | Hold |
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|
2024
Q3 | $8.05K | Hold |
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|
2024
Q2 | $6.93K | Hold |
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|
2024
Q1 | $7.1K | Sell |
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|
2023
Q4 | $68.7K | Buy |
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|
2023
Q3 | $52.6K | Hold |
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|
2023
Q2 | $58.2K | Hold |
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|
2023
Q1 | $57.1K | Hold |
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|
2022
Q4 | $56.7K | Sell |
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|
2022
Q3 | $107K | Buy |
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|
2022
Q2 | $59K | Hold |
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|
2022
Q1 | $69K | Buy |
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