Valley Wealth Managers’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 | – | Sell |
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|
2025
Q2 | $3.03K | Sell |
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|
2025
Q1 | $23.2K | Hold |
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|
2024
Q4 | $22.5K | Hold |
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|
2024
Q3 | $24.7K | Buy |
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|
2024
Q2 | $18.4K | Sell |
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|
2024
Q1 | $20.8K | Buy |
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|
2023
Q4 | $1.92K | Sell |
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|
2023
Q3 | $26.9K | Hold |
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|
2023
Q2 | $29.8K | Hold |
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|
2023
Q1 | $29.2K | Sell |
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|
2022
Q4 | $35K | Sell |
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|
2022
Q3 | $56K | Hold |
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|
2022
Q2 | $63K | Sell |
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|
2022
Q1 | $345K | Sell |
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|
2021
Q4 | $375K | Sell |
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|
2021
Q3 | $335K | Sell |
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|
2021
Q2 | $344K | Sell |
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|
2021
Q1 | $334K | Sell |
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|
2020
Q4 | $405K | Sell |
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|
2020
Q3 | $680K | Hold |
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|
2020
Q2 | $671K | Sell |
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|
2020
Q1 | $596K | Sell |
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|
2019
Q4 | $800K | Sell |
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|
2019
Q3 | $829K | Buy |
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|
2019
Q2 | $763K | Sell |
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|
2019
Q1 | $959K | Sell |
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|
2018
Q4 | $867K | Buy |
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