SWA
SOA Wealth Advisors’s iShares US Real Estate ETF IYR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.17M | Sell |
22,901
-2,695
| -11% | -$255K | 0.41% | 50 |
|
|
2025
Q1 | $2.45M | Sell |
25,596
-95
| -0.4% | -$9.1K | 0.51% | 39 |
|
|
2024
Q4 | $2.39M | Sell |
25,691
-321
| -1% | -$29.9K | 0.44% | 47 |
|
|
2024
Q3 | $2.65M | Sell |
26,012
-752
| -3% | -$76.6K | 0.51% | 43 |
|
|
2024
Q2 | $2.35M | Sell |
26,764
-5,971
| -18% | -$524K | 0.47% | 44 |
|
|
2024
Q1 | $2.94M | Sell |
32,735
-1,257
| -4% | -$113K | 0.61% | 37 |
|
|
2023
Q4 | $3.11M | Sell |
33,992
-1,584
| -4% | -$145K | 0.69% | 34 |
|
|
2023
Q3 | $2.78M | Sell |
35,576
-441
| -1% | -$34.5K | 0.69% | 32 |
|
|
2023
Q2 | $3.12M | Sell |
36,017
-14,548
| -29% | -$1.26M | 0.73% | 32 |
|
|
2023
Q1 | $4.29M | Sell |
50,565
-472
| -0.9% | -$40.1K | 1.06% | 23 |
|
|
2022
Q4 | $4.3M | Sell |
51,037
-230
| -0.4% | -$19.4K | 1.16% | 23 |
|
|
2022
Q3 | $4.17M | Buy |
51,267
+6
| +0% | +$489 | 1.26% | 20 |
|
|
2022
Q2 | $4.72M | Sell |
51,261
-3,084
| -6% | -$284K | 1.39% | 17 |
|
|
2022
Q1 | $5.88M | Sell |
54,345
-525
| -1% | -$56.8K | 1.43% | 16 |
|
|
2021
Q4 | $6.36M | Buy |
54,870
+798
| +1% | +$92.5K | 1.54% | 16 |
|
|
2021
Q3 | $5.54M | Buy |
54,072
+1,195
| +2% | +$122K | 1.42% | 17 |
|
|
2021
Q2 | $5.39M | Buy |
52,877
+362
| +0.7% | +$36.9K | 1.39% | 17 |
|
|
2021
Q1 | $4.83M | Sell |
52,515
-1,074
| -2% | -$98.7K | 1.35% | 19 |
|
|
2020
Q4 | $4.79M | Buy |
+53,589
| New | +$4.79M | 1.3% | 21 |
|