ULWM
Upper Left Wealth Management’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 | $1.36M | Buy |
14,304
+2,725
| +24% | +$258K | 0.9% | 31 |
|
|
2025
Q1 | $1.11M | Sell |
11,579
-187
| -2% | -$17.9K | 0.8% | 32 |
|
|
2024
Q4 | $1.09M | Sell |
11,766
-327
| -3% | -$30.4K | 0.94% | 33 |
|
|
2024
Q3 | $1.2M | Sell |
12,093
-364
| -3% | -$36.2K | 1.05% | 31 |
|
|
2024
Q2 | $1.09M | Buy |
12,457
+757
| +6% | +$66.4K | 0.99% | 29 |
|
|
2024
Q1 | $1.05M | Sell |
11,700
-1,792
| -13% | -$161K | 0.98% | 32 |
|
|
2023
Q4 | $1.23M | Buy |
13,492
+1,685
| +14% | +$154K | 1.21% | 27 |
|
|
2023
Q3 | $923K | Sell |
11,807
-150
| -1% | -$11.7K | 0.96% | 27 |
|
|
2023
Q2 | $1.03M | Sell |
11,957
-85
| -0.7% | -$7.36K | 1.15% | 28 |
|
|
2023
Q1 | $1.02M | Sell |
12,042
-827
| -6% | -$70.2K | 1.16% | 27 |
|
|
2022
Q4 | $1.08M | Sell |
12,869
-158
| -1% | -$13.3K | 1.28% | 26 |
|
|
2022
Q3 | $1.08M | Sell |
13,027
-2,215
| -15% | -$184K | 1.41% | 23 |
|
|
2022
Q2 | $1.32M | Sell |
15,242
-395
| -3% | -$34.2K | 1.53% | 23 |
|
|
2022
Q1 | $1.62M | Buy |
15,637
+791
| +5% | +$81.8K | 1.68% | 22 |
|
|
2021
Q4 | $1.72M | Buy |
+14,846
| New | +$1.72M | 1.72% | 21 |
|