Spire Wealth Management’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 | $152K | Buy |
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|
2025
Q2 | $122K | Sell |
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|
2025
Q1 | $212K | Sell |
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|
2024
Q4 | $477K | Buy |
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|
2024
Q3 | $506K | Buy |
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|
2024
Q2 | $71.7K | Buy |
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|
2024
Q1 | $31.2K | Sell |
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|
2023
Q4 | $32.6K | Sell |
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|
2023
Q3 | $54.4K | Sell |
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|
2023
Q2 | $175K | Sell |
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|
2023
Q1 | $185K | Buy |
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|
2022
Q4 | $179K | Sell |
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|
2022
Q3 | $185K | Sell |
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|
2022
Q2 | $258K | Sell |
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|
2022
Q1 | $439K | Sell |
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|
2021
Q4 | $844K | Buy |
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|
2021
Q3 | $442K | Buy |
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|
2021
Q2 | $425K | Sell |
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|
2021
Q1 | $1.42M | Buy |
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