Taylor & Morgan Wealth Management’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 | $240K | Buy |
2,536
+13
| +0.5% | +$1.23K | 0.16% | 63 |
|
|
2025
Q1 | $242K | Buy |
2,523
+10
| +0.4% | +$957 | 0.18% | 60 |
|
|
2024
Q4 | $234K | Buy |
2,513
+22
| +0.9% | +$2.05K | 0.16% | 61 |
|
|
2024
Q3 | $254K | Buy |
2,491
+17
| +0.7% | +$1.73K | 0.17% | 59 |
|
|
2024
Q2 | $217K | Buy |
2,474
+16
| +0.7% | +$1.4K | 0.15% | 58 |
|
|
2024
Q1 | $221K | Buy |
2,458
+9
| +0.4% | +$809 | 0.16% | 59 |
|
|
2023
Q4 | $224K | Buy |
+2,449
| New | +$224K | 0.18% | 57 |
|
|
2023
Q3 | – | Sell |
-2,401
| Closed | -$208K | – | 61 |
|
|
2023
Q2 | $208K | Buy |
2,401
+12
| +0.5% | +$1.04K | 0.17% | 59 |
|
|
2023
Q1 | $203K | Buy |
2,389
+13
| +0.5% | +$1.1K | 0.18% | 62 |
|
|
2022
Q4 | $200K | Buy |
+2,376
| New | +$200K | 0.19% | 61 |
|
|
2022
Q3 | – | Sell |
-2,504
| Closed | -$230K | – | 66 |
|
|
2022
Q2 | $230K | Buy |
2,504
+10
| +0.4% | +$919 | 0.22% | 60 |
|
|
2022
Q1 | $270K | Buy |
2,494
+9
| +0.4% | +$974 | 0.22% | 54 |
|
|
2021
Q4 | $289K | Buy |
+2,485
| New | +$289K | 0.23% | 53 |
|