TRUE Private Wealth Advisors’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
Q1 | – | Sell |
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|
2024
Q4 | $337K | Buy |
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|
2024
Q3 | $366K | Sell |
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|
2024
Q2 | $316K | Sell |
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|
2024
Q1 | $350K | Sell |
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|
2023
Q4 | $2.66M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $208K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $153K | Sell |
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|
2020
Q3 | $145K | Sell |
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|
2020
Q2 | $233K | Hold |
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|
2020
Q1 | $206K | Hold |
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|
2019
Q4 | $276K | Hold |
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|
2019
Q3 | $277K | Hold |
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|
2019
Q2 | $259K | Sell |
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|
2019
Q1 | $344K | Sell |
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|
2018
Q4 | $321K | Sell |
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|
2018
Q3 | $13.4M | Buy |
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|
2018
Q2 | $209K | Sell |
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|
2018
Q1 | $252K | Hold |
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|
2017
Q4 | $271K | Sell |
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|
2017
Q3 | $302K | Hold |
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|
2017
Q2 | $301K | Sell |
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|
2017
Q1 | $313K | Buy |
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|
2016
Q4 | $243K | Hold |
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|
2016
Q3 | $248K | Sell |
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|
2016
Q2 | $274K | Sell |
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|
2016
Q1 | $264K | Sell |
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|
2015
Q4 | $754K | Buy |
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