Paladin Advisory 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 | $359K | Hold |
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|
2025
Q2 | $350K | Sell |
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|
2025
Q1 | $359K | Sell |
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|
2024
Q4 | $379K | Sell |
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|
2024
Q3 | $427K | Hold |
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|
2024
Q2 | $365K | Hold |
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|
2024
Q1 | $371K | Sell |
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|
2023
Q4 | $427K | Hold |
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|
2023
Q3 | $365K | Sell |
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|
2023
Q2 | $423K | Hold |
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|
2023
Q1 | $415K | Buy |
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|
2022
Q4 | – | Hold |
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|
2022
Q3 | – | Hold |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $568K | Buy |
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|
2021
Q4 | – | Hold |
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