Transcendent Capital Group’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
Q1 | – | Sell |
-157
| Closed | -$14.6K | – | 257 |
|
|
2024
Q4 | $14.6K | Sell |
157
-245
| -61% | -$22.7K | 0.01% | 307 |
|
|
2024
Q3 | $41K | Buy |
402
+247
| +159% | +$25.2K | 0.02% | 220 |
|
|
2024
Q2 | $13.6K | Buy |
155
+1
| +0.6% | +$87 | 0.01% | 299 |
|
|
2024
Q1 | $13.8K | Buy |
154
+1
| +0.7% | +$90 | 0.01% | 297 |
|
|
2023
Q4 | $14K | Buy |
+153
| New | +$14K | 0.01% | 241 |
|