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Partners Wealth Management’s iShares US Real Estate ETF IYR Stock Holding History

Partners Wealth Management’s Portfolio IYR Stock Details IYR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$451K Hold
4,710
– – 0.51% 54
2025
Q1 		$451K Hold
4,710
– – 0.51% 55
2024
Q4 		$438K Buy
+4,710
New +$438K 0.5% 55