Parkside Advisors’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
$1.51M Buy
15,979
+265
+2% +$25.1K 0.33% 36
2025
Q1
$1.5M Sell
15,714
-21
-0.1% -$2.01K 0.36% 32
2024
Q4
$1.46M Buy
15,735
+176
+1% +$16.4K 0.35% 34
2024
Q3
$1.59M Buy
15,559
+36
+0.2% +$3.67K 0.38% 31
2024
Q2
$1.36M Buy
15,523
+240
+2% +$21.1K 0.35% 35
2024
Q1
$1.37M Buy
15,283
+111
+0.7% +$9.98K 0.35% 34
2023
Q4
$1.39M Buy
+15,172
New +$1.39M 0.38% 30