Paladin Advisory 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 | $350K | Sell |
3,694
-53
| -1% | -$5.02K | 0.27% | 62 |
|
|
2025
Q1 | $359K | Sell |
3,747
-323
| -8% | -$30.9K | 0.29% | 60 |
|
|
2024
Q4 | $379K | Sell |
4,070
-125
| -3% | -$11.6K | 0.29% | 60 |
|
|
2024
Q3 | $427K | Hold |
4,195
| – | – | 0.32% | 54 |
|
|
2024
Q2 | $365K | Hold |
4,195
| – | – | 0.28% | 59 |
|
|
2024
Q1 | $371K | Sell |
4,195
-473
| -10% | -$41.8K | 0.29% | 55 |
|
|
2023
Q4 | $427K | Hold |
4,668
| – | – | 0.35% | 52 |
|
|
2023
Q3 | $365K | Sell |
4,668
-217
| -4% | -$17K | 0.31% | 59 |
|
|
2023
Q2 | $423K | Hold |
4,885
| – | – | 0.34% | 58 |
|
|
2023
Q1 | $415K | Buy |
+4,885
| New | +$415K | 0.34% | 56 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 125 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 125 |
|
|
2022
Q2 | – | Sell |
-5,171
| Closed | -$568K | – | 126 |
|
|
2022
Q1 | $568K | Buy |
+5,171
| New | +$568K | 0.46% | 49 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 124 |
|