UW
Unique Wealth’s iShares US Real Estate ETF IYR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.21M | Buy |
76,108
+9,180
| +14% | +$870K | 1.16% | 20 |
|
|
2025
Q1 | $6.41M | Buy |
66,928
+9,736
| +17% | +$932K | 1.21% | 19 |
|
|
2024
Q4 | $5.32M | Buy |
57,192
+19,706
| +53% | +$1.83M | 1.11% | 19 |
|
|
2024
Q3 | $3.82M | Buy |
37,486
+495
| +1% | +$50.4K | 0.87% | 25 |
|
|
2024
Q2 | $3.25M | Buy |
36,991
+4,641
| +14% | +$407K | 0.85% | 26 |
|
|
2024
Q1 | $2.91M | Buy |
32,350
+2,721
| +9% | +$245K | 0.82% | 24 |
|
|
2023
Q4 | $2.71M | Buy |
29,629
+22,532
| +317% | +$2.06M | 0.88% | 20 |
|
|
2023
Q3 | $555K | Buy |
7,097
+1,798
| +34% | +$141K | 0.23% | 46 |
|
|
2023
Q2 | $459K | Buy |
5,299
+605
| +13% | +$52.4K | 0.2% | 41 |
|
|
2023
Q1 | $398K | Buy |
4,694
+67
| +1% | +$5.69K | 0.19% | 33 |
|
|
2022
Q4 | $390K | Buy |
+4,627
| New | +$390K | 0.21% | 33 |
|