Waldron Private Wealth’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 | $606K | Hold |
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|
2025
Q2 | $592K | Hold |
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|
2025
Q1 | $598K | Hold |
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|
2024
Q4 | $581K | Hold |
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|
2024
Q3 | $636K | Hold |
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|
2024
Q2 | $548K | Hold |
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|
2024
Q1 | $562K | Hold |
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|
2023
Q4 | $571K | Hold |
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|
2023
Q3 | $494K | Hold |
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|
2023
Q2 | $541K | Sell |
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|
2023
Q1 | $535K | Hold |
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|
2022
Q4 | $512K | Hold |
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|
2022
Q3 | $512K | Sell |
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|
2022
Q2 | $639K | Hold |
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|
2022
Q1 | $752K | Hold |
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|
2021
Q4 | $807K | Hold |
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|
2021
Q3 | $712K | Sell |
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|
2021
Q2 | $944K | Buy |
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|
2021
Q1 | $847K | Hold |
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|
2020
Q4 | $789K | Hold |
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|
2020
Q3 | $735K | Hold |
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|
2020
Q2 | $726K | Hold |
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|
2020
Q1 | $641K | Hold |
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|
2019
Q4 | $857K | Hold |
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|
2019
Q3 | $861K | Hold |
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|
2019
Q2 | $804K | Hold |
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|
2019
Q1 | $802K | Hold |
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|
2018
Q4 | $690K | Hold |
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|
2018
Q3 | $737K | Hold |
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|
2018
Q2 | $742K | Hold |
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|
2018
Q1 | $695K | Hold |
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|
2017
Q4 | $746K | Hold |
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|
2017
Q3 | $736K | Hold |
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|
2017
Q2 | $735K | Hold |
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|
2017
Q1 | $723K | Hold |
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|
2016
Q4 | $709K | Hold |
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|
2016
Q3 | $743K | Sell |
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|
2016
Q2 | $1.02M | Hold |
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|
2016
Q1 | $969K | Sell |
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|
2015
Q4 | $938K | Buy |
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|
2015
Q3 | $887K | Buy |
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|
2015
Q2 | $891K | Hold |
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|
2015
Q1 | $992K | Hold |
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|
2014
Q4 | $961K | Buy |
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|
2014
Q3 | $865K | Hold |
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|
2014
Q2 | $898K | Buy |
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|
2014
Q1 | $846K | Hold |
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|
2013
Q4 | $789K | Buy |
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