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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $416K | Buy |
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|
2025
Q2 | $379K | Buy |
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|
2025
Q1 | $364K | Buy |
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|
2024
Q4 | $349K | Sell |
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|
2024
Q3 | $400K | Buy |
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|
2024
Q2 | $342K | Buy |
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|
2024
Q1 | $338K | Buy |
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|
2023
Q4 | $333K | Buy |
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|
2023
Q3 | $259K | Sell |
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|
2023
Q2 | $289K | Sell |
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|
2023
Q1 | $286K | Buy |
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|
2022
Q4 | $283K | Buy |
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|
2022
Q3 | $281K | Buy |
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|
2022
Q2 | $267K | Sell |
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|
2022
Q1 | $352K | Sell |
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|
2021
Q4 | $380K | Sell |
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|
2021
Q3 | $340K | Buy |
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|
2021
Q2 | $336K | Sell |
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|
2021
Q1 | $308K | Buy |
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|
2020
Q4 | $257K | Buy |
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