Sage Financial Group’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 | $304K | Buy |
3,204
+226
| +8% | +$21.4K | 0.02% | 84 |
|
|
2025
Q1 | $285K | Buy |
2,978
+200
| +7% | +$19.2K | 0.02% | 87 |
|
|
2024
Q4 | $259K | Sell |
2,778
-62
| -2% | -$5.77K | 0.02% | 92 |
|
|
2024
Q3 | $289K | Hold |
2,840
| – | – | 0.02% | 89 |
|
|
2024
Q2 | $249K | Sell |
2,840
-444
| -14% | -$39K | 0.02% | 95 |
|
|
2024
Q1 | $295K | Buy |
3,284
+58
| +2% | +$5.21K | 0.03% | 89 |
|
|
2023
Q4 | $295K | Buy |
+3,226
| New | +$295K | 0.03% | 87 |
|