Waycross Investment Management’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 | $594K | Hold |
6,264
| – | – | 0.62% | 33 |
|
|
2025
Q1 | $600K | Buy |
6,264
+740
| +13% | +$70.9K | 0.68% | 33 |
|
|
2024
Q4 | $514K | Buy |
5,524
+39
| +0.7% | +$3.63K | 0.54% | 38 |
|
|
2024
Q3 | $559K | Buy |
+5,485
| New | +$559K | 0.51% | 42 |
|
|
2024
Q2 | – | Sell |
-32,881
| Closed | -$2.96M | – | 57 |
|
|
2024
Q1 | $2.96M | Buy |
32,881
+4,715
| +17% | +$424K | 2.75% | 10 |
|
|
2023
Q4 | $2.57M | Buy |
+28,166
| New | +$2.57M | 2.83% | 10 |
|