Sound Income Strategies’s iShares US Real Estate ETF IYR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-6,984
| Closed | -$669K | – | 1593 |
|
|
2025
Q1 | $669K | Buy |
6,984
+146
| +2% | +$14K | 0.04% | 167 |
|
|
2024
Q4 | $636K | Buy |
6,838
+202
| +3% | +$18.8K | 0.04% | 156 |
|
|
2024
Q3 | $676K | Sell |
6,636
-26
| -0.4% | -$2.65K | 0.04% | 150 |
|
|
2024
Q2 | $585K | Buy |
6,662
+1,485
| +29% | +$130K | 0.04% | 151 |
|
|
2024
Q1 | $465K | Buy |
+5,177
| New | +$465K | 0.03% | 160 |
|
|
2023
Q2 | – | Sell |
-94
| Closed | -$7.98K | – | 1139 |
|
|
2023
Q1 | $7.98K | Buy |
94
+29
| +45% | +$2.46K | ﹤0.01% | 609 |
|
|
2022
Q4 | $5.47K | Hold |
65
| – | – | ﹤0.01% | 637 |
|
|
2022
Q3 | $5K | Hold |
65
| – | – | ﹤0.01% | 588 |
|
|
2022
Q2 | $6K | Buy |
+65
| New | +$6K | ﹤0.01% | 562 |
|