TFO Wealth Partners’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 | $560K | Hold |
5,911
| – | – | 0.1% | 31 |
|
|
2025
Q1 | $566K | Buy |
+5,911
| New | +$566K | 0.11% | 27 |
|
|
2024
Q2 | – | Sell |
-123
| Closed | -$11.1K | – | 407 |
|
|
2024
Q1 | $11.1K | Hold |
123
| – | – | ﹤0.01% | 87 |
|
|
2023
Q4 | $11.2K | Buy |
123
+3
| +3% | +$274 | ﹤0.01% | 89 |
|
|
2023
Q3 | $10.4K | Hold |
120
| – | – | ﹤0.01% | 162 |
|
|
2023
Q2 | $10.4K | Hold |
120
| – | – | ﹤0.01% | 152 |
|
|
2023
Q1 | $10.2K | Sell |
120
-15,728
| -99% | -$1.33M | ﹤0.01% | 110 |
|
|
2022
Q4 | $2.76M | Buy |
15,848
+15,731
| +13,445% | +$2.74M | 0.64% | 14 |
|
|
2022
Q3 | $10K | Hold |
117
| – | – | ﹤0.01% | 89 |
|
|
2022
Q2 | $11K | Buy |
117
+1
| +0.9% | +$94 | ﹤0.01% | 116 |
|
|
2022
Q1 | $13K | Buy |
116
+1
| +0.9% | +$112 | ﹤0.01% | 93 |
|
|
2021
Q4 | $13K | Buy |
115
+1
| +0.9% | +$113 | ﹤0.01% | 86 |
|
|
2021
Q3 | $12K | Hold |
114
| – | – | ﹤0.01% | 89 |
|
|
2021
Q2 | $12K | Buy |
114
+1
| +0.9% | +$105 | ﹤0.01% | 61 |
|
|
2021
Q1 | $10K | Hold |
113
| – | – | ﹤0.01% | 131 |
|
|
2020
Q4 | $10K | Buy |
113
+1
| +0.9% | +$88 | ﹤0.01% | 69 |
|
|
2020
Q3 | $9K | Hold |
112
| – | – | ﹤0.01% | 82 |
|
|
2020
Q2 | $9K | Buy |
112
+2
| +2% | +$161 | ﹤0.01% | 96 |
|
|
2020
Q1 | $7K | Hold |
110
| – | – | ﹤0.01% | 98 |
|
|
2019
Q4 | $10K | Buy |
+110
| New | +$10K | 0.01% | 125 |
|