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Rock Point Advisors’s iShares US Real Estate ETF IYR Stock Holding History

Rock Point Advisors’s Portfolio IYR Stock Details IYR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$439K Sell
4,635
-870
-16% -$82.5K 0.12% 76
2025
Q1 		$527K Sell
5,505
-60
-1% -$5.75K 0.16% 71
2024
Q4 		$518K Buy
+5,565
New +$518K 0.15% 64