Rise 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
$128K Buy
2025
Q2
$124K Buy
2025
Q1
$125K Buy
2024
Q4
$121K Buy
2024
Q3
$131K Buy
2024
Q2
$112K Buy
2024
Q1
$114K Buy
2023
Q4
$116K Buy
2023
Q3
$97.1K Sell
2023
Q2
$191K Buy
2023
Q1
$186K Sell
2022
Q4
$187K Buy
2022
Q3
$179K Buy
2022
Q2
$200K Buy
2022
Q1
$230K Buy
2021
Q4
$246K Buy