Physician Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $93.7K | Sell |
991
-252
| -20% | -$24.5K | 0.01% | 293 |
|
|
2025
Q4 | $117K | Sell |
1,243
-108
| -8% | -$10.3K | 0.02% | 255 |
|
|
2025
Q3 | $131K | Buy |
1,351
+1
| +0.1% | +$96 | 0.02% | 244 |
|
|
2025
Q2 | $128K | Buy |
1,350
+1
| +0.1% | +$93 | 0.02% | 237 |
|
|
2025
Q1 | $129K | Buy |
1,349
+1
| +0.1% | +$95 | 0.02% | 226 |
|
|
2024
Q4 | $125K | Buy |
+1,348
| New | +$133K | 0.02% | 229 |
|
|
2023
Q4 | – | Sell |
-2,670
| Closed | -$208K | – | 169 |
|
|
2023
Q3 | $208K | Sell |
2,670
-11
| -0.4% | -$938 | 0.05% | 139 |
|
|
2023
Q2 | $234K | Buy |
2,681
+8
| +0.3% | +$672 | 0.06% | 137 |
|
|
2023
Q1 | $228K | Buy |
2,673
+6
| +0.2% | +$525 | 0.06% | 139 |
|
|
2022
Q4 | $240K | Sell |
2,667
-114
| -4% | -$9.57K | 0.06% | 132 |
|
|
2022
Q3 | $230K | Buy |
2,781
+12
| +0.4% | +$1.14K | 0.07% | 130 |
|
|
2022
Q2 | $275K | Buy |
2,769
+4
| +0.1% | +$399 | 0.08% | 120 |
|
|
2022
Q1 | $287K | Sell |
2,765
-19
| -0.7% | -$2K | 0.08% | 126 |
|
|
2021
Q4 | $309K | Buy |
2,784
+11
| +0.4% | +$1.21K | 0.08% | 121 |
|
|
2021
Q3 | $297K | Buy |
2,773
+3
| +0.1% | +$319 | 0.08% | 122 |
|
|
2021
Q2 | $292K | Buy |
2,770
+5
| +0.2% | +$496 | 0.08% | 117 |
|
|
2021
Q1 | $260K | Buy |
2,765
+5
| +0.2% | +$439 | 0.08% | 123 |
|
|
2020
Q4 | $244K | Sell |
2,760
-193
| -7% | -$16.1K | 0.08% | 123 |
|
|
2020
Q3 | $235K | Buy |
2,953
+11
| +0.4% | +$888 | 0.09% | 115 |
|
|
2020
Q2 | $244K | Sell |
2,942
-2
| -0.1% | -$152 | 0.1% | 113 |
|
|
2020
Q1 | $215K | Sell |
2,944
-327
| -10% | -$28.9K | 0.11% | 98 |
|
|
2019
Q4 | $307K | Buy |
3,271
+98
| +3% | +$9.09K | 0.14% | 89 |
|
|
2019
Q3 | $292K | Buy |
+3,173
| New | +$289K | 0.14% | 89 |
|
Other funds holding IYR
WI
CBU
IMPI
