Silver Oak Securities’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
$2.73M Sell
2025
Q2
$2.77M Buy
2025
Q1
$2.59M Sell
2024
Q4
$2.95M Buy
2024
Q3
$2.9M Buy
2024
Q2
$1.18M Buy
2024
Q1
$1.18M Sell
2023
Q4
$1.55M Buy
2023
Q3
$673K Sell
2023
Q2
$1.07M Buy
2023
Q1
$971K Buy
2022
Q4
$947K Buy
2022
Q3
$673K Sell
2022
Q2
$1.09M Sell
2022
Q1
$1.33M Buy