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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $131K | Buy |
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|
2025
Q2 | $128K | Buy |
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|
2025
Q1 | $129K | Buy |
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|
2024
Q4 | $125K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $208K | Sell |
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|
2023
Q2 | $234K | Buy |
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|
2023
Q1 | $228K | Buy |
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|
2022
Q4 | $240K | Sell |
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|
2022
Q3 | $230K | Buy |
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|
2022
Q2 | $275K | Buy |
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|
2022
Q1 | $287K | Sell |
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|
2021
Q4 | $309K | Buy |
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|
2021
Q3 | $297K | Buy |
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|
2021
Q2 | $292K | Buy |
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|
2021
Q1 | $260K | Buy |
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|
2020
Q4 | $244K | Sell |
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|
2020
Q3 | $235K | Buy |
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|
2020
Q2 | $244K | Sell |
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|
2020
Q1 | $215K | Sell |
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|
2019
Q4 | $307K | Buy |
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|
2019
Q3 | $292K | Buy |
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