Spire Wealth Management’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 | $122K | Sell |
1,285
-926
| -42% | -$87.8K | ﹤0.01% | 909 |
|
|
2025
Q1 | $212K | Sell |
2,211
-2,916
| -57% | -$279K | 0.01% | 812 |
|
|
2024
Q4 | $477K | Buy |
5,127
+159
| +3% | +$14.8K | 0.01% | 555 |
|
|
2024
Q3 | $506K | Buy |
4,968
+4,150
| +507% | +$423K | 0.02% | 513 |
|
|
2024
Q2 | $71.7K | Buy |
818
+470
| +135% | +$41.2K | ﹤0.01% | 997 |
|
|
2024
Q1 | $31.2K | Sell |
348
-21
| -6% | -$1.89K | ﹤0.01% | 1374 |
|
|
2023
Q4 | $32.6K | Sell |
369
-327
| -47% | -$28.9K | ﹤0.01% | 1348 |
|
|
2023
Q3 | $54.4K | Sell |
696
-1,322
| -66% | -$103K | ﹤0.01% | 1154 |
|
|
2023
Q2 | $175K | Sell |
2,018
-161
| -7% | -$13.9K | 0.01% | 770 |
|
|
2023
Q1 | $185K | Buy |
2,179
+58
| +3% | +$4.92K | 0.01% | 744 |
|
|
2022
Q4 | $179K | Sell |
2,121
-157
| -7% | -$13.3K | 0.01% | 582 |
|
|
2022
Q3 | $185K | Sell |
2,278
-523
| -19% | -$42.5K | 0.01% | 549 |
|
|
2022
Q2 | $258K | Sell |
2,801
-1,253
| -31% | -$115K | 0.01% | 676 |
|
|
2022
Q1 | $439K | Sell |
4,054
-3,212
| -44% | -$348K | 0.01% | 612 |
|
|
2021
Q4 | $844K | Buy |
7,266
+2,952
| +68% | +$343K | 0.02% | 518 |
|
|
2021
Q3 | $442K | Buy |
4,314
+150
| +4% | +$15.4K | 0.01% | 630 |
|
|
2021
Q2 | $425K | Sell |
4,164
-11,675
| -74% | -$1.19M | 0.01% | 658 |
|
|
2021
Q1 | $1.42M | Buy |
+15,839
| New | +$1.42M | 0.04% | 357 |
|