Phillips Financial Management’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 | $1.9K | Hold |
20
| – | – | ﹤0.01% | 274 |
|
|
2025
Q1 | $1.92K | Hold |
20
| – | – | ﹤0.01% | 257 |
|
|
2024
Q4 | $1.86K | Hold |
20
| – | – | ﹤0.01% | 257 |
|
|
2024
Q3 | $2.04K | Hold |
20
| – | – | ﹤0.01% | 270 |
|
|
2024
Q2 | $1.76K | Hold |
20
| – | – | ﹤0.01% | 263 |
|
|
2024
Q1 | $1.8K | Hold |
20
| – | – | ﹤0.01% | 257 |
|
|
2023
Q4 | $1.83K | Sell |
20
-47
| -70% | -$4.3K | ﹤0.01% | 249 |
|
|
2023
Q3 | $5.24K | Hold |
67
| – | – | ﹤0.01% | 230 |
|
|
2023
Q2 | $5.8K | Hold |
67
| – | – | ﹤0.01% | 226 |
|
|
2023
Q1 | $5.69K | Buy |
67
+3
| +5% | +$255 | ﹤0.01% | 229 |
|
|
2022
Q4 | $5.39K | Hold |
64
| – | – | ﹤0.01% | 216 |
|
|
2022
Q3 | $5K | Buy |
+64
| New | +$5K | ﹤0.01% | 215 |
|