Tanglewood 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
Q2 | $320K | Hold |
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|
2025
Q1 | $323K | Hold |
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|
2024
Q4 | $314K | Buy |
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|
2024
Q3 | $318K | Buy |
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|
2024
Q2 | $252K | Sell |
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|
2024
Q1 | $451K | Hold |
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|
2023
Q4 | $459K | Buy |
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|
2023
Q3 | $239K | Sell |
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|
2023
Q2 | $556K | Sell |
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|
2023
Q1 | $775K | Buy |
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|
2022
Q4 | $702K | Buy |
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|
2022
Q3 | $573K | Sell |
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|
2022
Q2 | $685K | Buy |
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|
2022
Q1 | $745K | Sell |
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|
2021
Q4 | $813K | Buy |
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|
2021
Q3 | $715K | Buy |
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|
2021
Q2 | $634K | Buy |
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|
2021
Q1 | $549K | Sell |
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|
2020
Q4 | $524K | Sell |
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|
2020
Q3 | $3.29M | Sell |
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|
2020
Q2 | $3.46M | Sell |
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|
2020
Q1 | $3.22M | Buy |
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