Wealth Alliance’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 | – | Sell |
-7,459
| Closed | -$694K | – | 538 |
|
|
2024
Q4 | $694K | Buy |
+7,459
| New | +$694K | 0.08% | 210 |
|
|
2023
Q1 | – | Sell |
-9,028
| Closed | -$760K | – | 532 |
|
|
2022
Q4 | $760K | Buy |
9,028
+280
| +3% | +$23.6K | 0.13% | 174 |
|
|
2022
Q3 | $712K | Buy |
8,748
+1,382
| +19% | +$112K | 0.14% | 157 |
|
|
2022
Q2 | $678K | Buy |
+7,366
| New | +$678K | 0.13% | 172 |
|