Strategic Wealth Partners’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 | $10.1K | Hold |
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|
2025
Q2 | $9.86K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $398K | Hold |
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|
2019
Q4 | $398K | Sell |
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|
2019
Q3 | $48.1K | Buy |
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|
2019
Q2 | $100K | Sell |
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|
2019
Q1 | $1.12M | Sell |
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|
2018
Q4 | $1.14M | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $23K | Sell |
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|
2018
Q1 | $36K | Sell |
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|
2017
Q4 | $214K | Buy |
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