SOA Wealth Advisors’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 | $2.08M | Sell |
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|
2025
Q2 | $2.17M | Sell |
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|
2025
Q1 | $2.45M | Sell |
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|
2024
Q4 | $2.39M | Sell |
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|
2024
Q3 | $2.65M | Sell |
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|
2024
Q2 | $2.35M | Sell |
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|
2024
Q1 | $2.94M | Sell |
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|
2023
Q4 | $3.11M | Sell |
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|
2023
Q3 | $2.78M | Sell |
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|
2023
Q2 | $3.12M | Sell |
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|
2023
Q1 | $4.29M | Sell |
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|
2022
Q4 | $4.3M | Sell |
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|
2022
Q3 | $4.17M | Buy |
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|
2022
Q2 | $4.71M | Sell |
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|
2022
Q1 | $5.88M | Sell |
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|
2021
Q4 | $6.36M | Buy |
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|
2021
Q3 | $5.54M | Buy |
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|
2021
Q2 | $5.39M | Buy |
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|
2021
Q1 | $4.83M | Sell |
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|
2020
Q4 | $4.79M | Buy |
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