Rodgers & Associates’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
$3.85M Buy
2025
Q2
$3.65M Buy
2025
Q1
$3.66M Buy
2024
Q4
$3.43M Buy
2024
Q3
$3.42M Sell
2024
Q2
$3.43M Buy
2024
Q1
$3.48M Sell
2023
Q4
$3.6M Buy
2023
Q3
$2.93M Buy
2023
Q2
$3.21M Buy
2023
Q1
$3.07M Buy
2022
Q4
$2.79M Buy
2022
Q3
$2.3M Buy
2022
Q2
$1.54M Sell
2022
Q1
$1.84M Buy
2021
Q4
$1.62M Sell
2021
Q3
$1.54M Sell
2021
Q2
$1.59M Sell
2021
Q1
$1.45M Buy
2020
Q4
$1.25M Buy