Sage Financial Group’s iShares US Real Estate ETF IYR Stock Holding History

Sage Financial Group’s Portfolio IYR Stock Details IYR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$304K	Buy
2025 Q1	$285K	Buy
2024 Q4	$259K	Sell
2024 Q3	$289K	Hold
2024 Q2	$249K	Sell
2024 Q1	$295K	Buy
2023 Q4	$295K	Buy