Oxford Financial Group’s iShares US Real Estate ETF IYR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.49K | Hold |
79
| – | – | ﹤0.01% | 254 |
|
|
2025
Q1 | $7.56K | Hold |
79
| – | – | ﹤0.01% | 254 |
|
|
2024
Q4 | $7.35K | Hold |
79
| – | – | ﹤0.01% | 289 |
|
|
2024
Q3 | $8.05K | Hold |
79
| – | – | ﹤0.01% | 283 |
|
|
2024
Q2 | $6.93K | Hold |
79
| – | – | ﹤0.01% | 309 |
|
|
2024
Q1 | $7.1K | Sell |
79
-673
| -89% | -$60.5K | ﹤0.01% | 270 |
|
|
2023
Q4 | $68.7K | Buy |
752
+79
| +12% | +$7.22K | 0.01% | 258 |
|
|
2023
Q3 | $52.6K | Hold |
673
| – | – | ﹤0.01% | 237 |
|
|
2023
Q2 | $58.2K | Hold |
673
| – | – | 0.01% | 254 |
|
|
2023
Q1 | $57.1K | Hold |
673
| – | – | 0.01% | 216 |
|
|
2022
Q4 | $56.7K | Sell |
673
-640
| -49% | -$53.9K | 0.01% | 214 |
|
|
2022
Q3 | $107K | Buy |
1,313
+673
| +105% | +$54.8K | 0.02% | 180 |
|
|
2022
Q2 | $59K | Hold |
640
| – | – | 0.01% | 219 |
|
|
2022
Q1 | $69K | Buy |
+640
| New | +$69K | 0.01% | 211 |
|