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
Q4 | – | Sell |
-3,344
| Closed | -$325K | – | 38 |
|
|
2025
Q3 | $325K | Sell |
3,344
-28
| -0.8% | -$2.69K | 0.03% | 35 |
|
|
2025
Q2 | $320K | Hold |
3,372
| – | – | 0.03% | 35 |
|
|
2025
Q1 | $323K | Hold |
3,372
| – | – | 0.04% | 34 |
|
|
2024
Q4 | $314K | Buy |
3,372
+249
| +8% | +$24.5K | 0.04% | 30 |
|
|
2024
Q3 | $318K | Buy |
3,123
+247
| +9% | +$23.8K | 0.04% | 31 |
|
|
2024
Q2 | $252K | Sell |
2,876
-2,144
| -43% | -$184K | 0.03% | 29 |
|
|
2024
Q1 | $451K | Hold |
5,020
| – | – | 0.06% | 25 |
|
|
2023
Q4 | $459K | Buy |
5,020
+1,966
| +64% | +$161K | 0.06% | 25 |
|
|
2023
Q3 | $239K | Sell |
3,054
-3,371
| -52% | -$287K | 0.04% | 23 |
|
|
2023
Q2 | $556K | Sell |
6,425
-2,699
| -30% | -$227K | 0.08% | 22 |
|
|
2023
Q1 | $775K | Buy |
9,124
+787
| +9% | +$68.8K | 0.11% | 24 |
|
|
2022
Q4 | $702K | Buy |
8,337
+1,295
| +18% | +$109K | 0.11% | 27 |
|
|
2022
Q3 | $573K | Sell |
7,042
-410
| -6% | -$38.8K | 0.09% | 25 |
|
|
2022
Q2 | $685K | Buy |
7,452
+566
| +8% | +$56.4K | 0.09% | 24 |
|
|
2022
Q1 | $745K | Sell |
6,886
-116
| -2% | -$12.2K | 0.11% | 21 |
|
|
2021
Q4 | $813K | Buy |
7,002
+20
| +0.3% | +$2.19K | 0.13% | 19 |
|
|
2021
Q3 | $715K | Buy |
6,982
+764
| +12% | +$81.3K | 0.13% | 17 |
|
|
2021
Q2 | $634K | Buy |
6,218
+242
| +4% | +$24K | 0.11% | 17 |
|
|
2021
Q1 | $549K | Sell |
5,976
-146
| -2% | -$12.8K | 0.11% | 17 |
|
|
2020
Q4 | $524K | Sell |
6,122
-35,086
| -85% | -$2.92M | 0.11% | 16 |
|
|
2020
Q3 | $3.29M | Sell |
41,208
-2,700
| -6% | -$218K | 0.75% | 14 |
|
|
2020
Q2 | $3.46M | Sell |
43,908
-2,319
| -5% | -$176K | 0.98% | 12 |
|
|
2020
Q1 | $3.22M | Buy |
+46,227
| New | +$4.09M | 0.62% | 16 |
|
Other funds holding IYR
WI
CWM
