Tower Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $469K | Buy |
4,955
+32
| +0.7% | +$3.11K | 0.26% | 48 |
|
|
2025
Q4 | $462K | Buy |
4,923
+635
| +15% | +$60.5K | 0.25% | 48 |
|
|
2025
Q3 | $416K | Buy |
4,288
+294
| +7% | +$28.3K | 0.23% | 49 |
|
|
2025
Q2 | $379K | Buy |
3,994
+188
| +5% | +$17.5K | 0.22% | 52 |
|
|
2025
Q1 | $364K | Buy |
3,806
+56
| +1% | +$5.33K | 0.19% | 51 |
|
|
2024
Q4 | $349K | Sell |
3,750
-176
| -4% | -$17.3K | 0.18% | 51 |
|
|
2024
Q3 | $400K | Buy |
3,926
+32
| +0.8% | +$3.08K | 0.23% | 44 |
|
|
2024
Q2 | $342K | Buy |
3,894
+135
| +4% | +$11.6K | 0.21% | 44 |
|
|
2024
Q1 | $338K | Buy |
3,759
+112
| +3% | +$9.9K | 0.22% | 45 |
|
|
2023
Q4 | $333K | Buy |
3,647
+333
| +10% | +$27.3K | 0.24% | 45 |
|
|
2023
Q3 | $259K | Sell |
3,314
-29
| -0.9% | -$2.47K | 0.21% | 46 |
|
|
2023
Q2 | $289K | Sell |
3,343
-24
| -0.7% | -$2.02K | 0.23% | 45 |
|
|
2023
Q1 | $286K | Buy |
3,367
+9
| +0.3% | +$787 | 0.24% | 45 |
|
|
2022
Q4 | $283K | Buy |
3,358
+14
| +0.4% | +$1.18K | 0.25% | 44 |
|
|
2022
Q3 | $281K | Buy |
3,344
+444
| +15% | +$42K | 0.27% | 42 |
|
|
2022
Q2 | $267K | Sell |
2,900
-356
| -11% | -$35.5K | 0.35% | 38 |
|
|
2022
Q1 | $352K | Sell |
3,256
-17
| -0.5% | -$1.79K | 0.38% | 35 |
|
|
2021
Q4 | $380K | Sell |
3,273
-44
| -1% | -$4.82K | 0.39% | 31 |
|
|
2021
Q3 | $340K | Buy |
3,317
+18
| +0.5% | +$1.92K | 0.36% | 34 |
|
|
2021
Q2 | $336K | Sell |
3,299
-53
| -2% | -$5.26K | 0.37% | 35 |
|
|
2021
Q1 | $308K | Buy |
3,352
+349
| +12% | +$30.6K | 0.4% | 38 |
|
|
2020
Q4 | $257K | Buy |
+3,003
| New | +$250K | 0.29% | 34 |
|
Other funds holding IYR
WI
CBU
IMPI
