Perigon Wealth Management’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 | $400K | Buy |
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|
2025
Q2 | $359K | Buy |
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|
2025
Q1 | $333K | Sell |
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|
2024
Q4 | $570K | Sell |
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|
2024
Q3 | $619K | Buy |
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|
2024
Q2 | $496K | Sell |
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|
2024
Q1 | $558K | Buy |
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|
2023
Q4 | $517K | Buy |
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|
2023
Q3 | $203K | Sell |
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|
2023
Q2 | $441K | Buy |
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|
2023
Q1 | $204K | Hold |
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|
2022
Q4 | $202K | Sell |
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|
2022
Q3 | $231K | Sell |
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|
2022
Q2 | $282K | Buy |
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|
2022
Q1 | $283K | Sell |
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|
2021
Q4 | $358K | Sell |
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|
2021
Q3 | $521K | Sell |
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|
2021
Q2 | $574K | Sell |
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|
2021
Q1 | $582K | Sell |
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|
2020
Q4 | $574K | Buy |
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|
2020
Q3 | $533K | Sell |
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|
2020
Q2 | $694K | Sell |
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|
2020
Q1 | $746K | Buy |
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|
2019
Q4 | $841K | Buy |
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|
2019
Q3 | $768K | Sell |
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|
2019
Q2 | $788K | Sell |
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|
2019
Q1 | $1.16M | Buy |
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|
2018
Q4 | $981K | Buy |
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|
2018
Q3 | $942K | Buy |
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|
2018
Q2 | $357K | Buy |
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|
2018
Q1 | $270K | Sell |
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|
2017
Q4 | $360K | Sell |
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|
2017
Q3 | $560K | Buy |
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|
2017
Q2 | $267K | Sell |
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|
2017
Q1 | $274K | Hold |
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|
2016
Q4 | $278K | Sell |
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|
2016
Q3 | $392K | Buy |
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|
2016
Q2 | $149K | Buy |
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