SlateStone Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $210K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $290K | Buy |
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|
2024
Q3 | $212K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $602K | Sell |
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|
2022
Q4 | $715K | Sell |
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|
2022
Q3 | $873K | Sell |
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|
2022
Q2 | $1.16M | Sell |
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|
2022
Q1 | $1.4M | Sell |
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|
2021
Q4 | $1.51M | Buy |
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|
2021
Q3 | $1.2M | Buy |
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|
2021
Q2 | $1.14M | Buy |
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|
2021
Q1 | $1.02M | Buy |
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|
2020
Q4 | $678K | Sell |
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|
2020
Q3 | $748K | Buy |
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