Strategic Wealth Partners’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 | $9.86K | Buy |
+104
| New | +$9.86K | ﹤0.01% | 786 |
|
|
2020
Q2 | – | Sell |
-4,273
| Closed | -$398K | – | 150 |
|
|
2020
Q1 | $398K | Hold |
4,273
| – | – | 0.21% | 102 |
|
|
2019
Q4 | $398K | Sell |
4,273
-800
| -16% | -$74.5K | 0.21% | 102 |
|
|
2019
Q3 | $48.1K | Buy |
5,073
+3,923
| +341% | +$37.2K | 0.25% | 81 |
|
|
2019
Q2 | $100K | Sell |
1,150
-11,768
| -91% | -$1.02M | 0.05% | 180 |
|
|
2019
Q1 | $1.12M | Sell |
12,918
-1,466
| -10% | -$128K | 0.52% | 58 |
|
|
2018
Q4 | $1.14M | Buy |
+14,384
| New | +$1.14M | 0.58% | 47 |
|
|
2018
Q3 | – | Sell |
-281
| Closed | -$23K | – | 670 |
|
|
2018
Q2 | $23K | Sell |
281
-195
| -41% | -$16K | 0.01% | 363 |
|
|
2018
Q1 | $36K | Sell |
476
-2,119
| -82% | -$160K | 0.02% | 278 |
|
|
2017
Q4 | $214K | Buy |
+2,595
| New | +$214K | 0.12% | 141 |
|