Retirement Planning Group (Kansas)’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 | $262K | Sell |
2,769
-586
| -17% | -$55.5K | 0.01% | 277 |
|
|
2025
Q1 | $321K | Buy |
3,355
+880
| +36% | +$84.2K | 0.02% | 244 |
|
|
2024
Q4 | $230K | Buy |
2,475
+58
| +2% | +$5.4K | 0.01% | 258 |
|
|
2024
Q3 | $246K | Buy |
2,417
+66
| +3% | +$6.72K | 0.01% | 247 |
|
|
2024
Q2 | $206K | Buy |
2,351
+3
| +0.1% | +$263 | 0.01% | 227 |
|
|
2024
Q1 | $211K | Buy |
2,348
+83
| +4% | +$7.46K | 0.02% | 208 |
|
|
2023
Q4 | $207K | Buy |
+2,265
| New | +$207K | 0.02% | 180 |
|