Taylor & Morgan 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
Q3 | $248K | Buy |
|
|||||
|
2025
Q2 | $240K | Buy |
|
|||||
|
2025
Q1 | $242K | Buy |
|
|||||
|
2024
Q4 | $234K | Buy |
|
|||||
|
2024
Q3 | $254K | Buy |
|
|||||
|
2024
Q2 | $217K | Buy |
|
|||||
|
2024
Q1 | $221K | Buy |
|
|||||
|
2023
Q4 | $224K | Buy |
|
|||||
|
2023
Q3 | – | Sell |
|
|||||
|
2023
Q2 | $208K | Buy |
|
|||||
|
2023
Q1 | $203K | Buy |
|
|||||
|
2022
Q4 | $200K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $230K | Buy |
|
|||||
|
2022
Q1 | $270K | Buy |
|
|||||
|
2021
Q4 | $289K | Buy |
|