Waverly Advisors’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
Q2 | $2.54M | Buy |
26,805
+12,736
| +91% | +$1.21M | 0.03% | 444 |
|
|
2025
Q1 | $1.35M | Buy |
14,069
+7,170
| +104% | +$687K | 0.02% | 550 |
|
|
2024
Q4 | $642K | Buy |
+6,899
| New | +$642K | 0.01% | 616 |
|
|
2015
Q4 | – | Sell |
-568
| Closed | -$40K | – | 265 |
|
|
2015
Q3 | $40K | Hold |
568
| – | – | 0.03% | 166 |
|
|
2015
Q2 | $40K | Hold |
568
| – | – | 0.02% | 163 |
|
|
2015
Q1 | $45K | Hold |
568
| – | – | 0.02% | 135 |
|
|
2014
Q4 | $44K | Buy |
568
+318
| +127% | +$24.6K | 0.02% | 132 |
|
|
2014
Q3 | $17K | Hold |
250
| – | – | 0.01% | 370 |
|
|
2014
Q2 | $18K | Hold |
250
| – | – | 0.01% | 348 |
|
|
2014
Q1 | $17K | Hold |
250
| – | – | 0.01% | 344 |
|
|
2013
Q4 | $16K | Hold |
250
| – | – | 0.01% | 496 |
|
|
2013
Q3 | $16K | Buy |
+250
| New | +$16K | 0.01% | 386 |
|