Watts Gwilliam & Co’s iShares US Real Estate ETF IYR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$443K Buy
4,626
+361
+8% +$34.6K 0.1% 137
2024
Q4
$390K Buy
4,265
+300
+8% +$27.4K 0.08% 143
2024
Q3
$391K Buy
+3,965
New +$391K 0.09% 144
2024
Q1
$370K Buy
+4,255
New +$370K 0.11% 127