Stratos Wealth Advisors’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 | $982K | Sell |
10,362
-788
| -7% | -$74.7K | 0.05% | 317 |
|
|
2025
Q1 | $1.07M | Sell |
11,150
-5,778
| -34% | -$553K | 0.06% | 289 |
|
|
2024
Q4 | $1.58M | Sell |
16,928
-1,570
| -8% | -$146K | 0.08% | 249 |
|
|
2024
Q3 | $1.88M | Buy |
18,498
+6,237
| +51% | +$635K | 0.09% | 249 |
|
|
2024
Q2 | $1.08M | Buy |
12,261
+893
| +8% | +$78.4K | 0.05% | 319 |
|
|
2024
Q1 | $1.02M | Buy |
11,368
+678
| +6% | +$61K | 0.06% | 322 |
|
|
2023
Q4 | $977K | Sell |
10,690
-76
| -0.7% | -$6.95K | 0.06% | 334 |
|
|
2023
Q3 | $841K | Sell |
10,766
-599
| -5% | -$46.8K | 0.06% | 341 |
|
|
2023
Q2 | $984K | Sell |
11,365
-28
| -0.2% | -$2.42K | 0.07% | 314 |
|
|
2023
Q1 | $967K | Buy |
11,393
+433
| +4% | +$36.8K | 0.07% | 296 |
|
|
2022
Q4 | $923K | Buy |
10,960
+3,048
| +39% | +$257K | 0.08% | 290 |
|
|
2022
Q3 | $644K | Sell |
7,912
-46
| -0.6% | -$3.74K | 0.07% | 312 |
|
|
2022
Q2 | $732K | Buy |
+7,958
| New | +$732K | 0.07% | 303 |
|
|
2022
Q1 | – | Sell |
-2,556
| Closed | -$297K | – | 551 |
|
|
2021
Q4 | $297K | Buy |
+2,556
| New | +$297K | 0.02% | 466 |
|
|
2020
Q2 | – | Sell |
-593
| Closed | -$41K | – | 326 |
|
|
2020
Q1 | $41K | Buy |
+593
| New | +$41K | 0.03% | 197 |
|