Waverly Advisors’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
Q2 | $2.54M | Buy |
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|
2025
Q1 | $1.35M | Buy |
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|
2024
Q4 | $642K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $40K | Hold |
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|
2015
Q2 | $40K | Hold |
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|
2015
Q1 | $45K | Hold |
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|
2014
Q4 | $44K | Buy |
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|
2014
Q3 | $17K | Hold |
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|
2014
Q2 | $18K | Hold |
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|
2014
Q1 | $17K | Hold |
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|
2013
Q4 | $16K | Hold |
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|
2013
Q3 | $16K | Buy |
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