Wealth Architects’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 | $310K | Hold |
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|
2025
Q1 | $314K | Hold |
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|
2024
Q4 | $305K | Hold |
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|
2024
Q3 | $334K | Hold |
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|
2024
Q2 | $287K | Hold |
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|
2024
Q1 | $294K | Hold |
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|
2023
Q4 | $299K | Hold |
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|
2023
Q3 | $256K | Hold |
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|
2023
Q2 | $283K | Hold |
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|
2023
Q1 | $278K | Hold |
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|
2022
Q4 | $276K | Hold |
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|
2022
Q3 | $267K | Hold |
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|
2022
Q2 | $301K | Hold |
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|
2022
Q1 | $354K | Buy |
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|
2021
Q4 | $319K | Hold |
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|
2021
Q3 | $282K | Sell |
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|
2021
Q2 | $321K | Hold |
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|
2021
Q1 | $290K | Hold |
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|
2020
Q4 | $270K | Hold |
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|
2020
Q3 | $251K | Hold |
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|
2020
Q2 | $248K | Hold |
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|
2020
Q1 | $219K | Sell |
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|
2019
Q4 | $297K | Buy |
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|
2019
Q3 | $295K | Hold |
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|
2019
Q2 | $275K | Hold |
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|
2019
Q1 | $274K | Hold |
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|
2018
Q4 | $236K | Hold |
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|
2018
Q3 | $252K | Hold |
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|
2018
Q2 | $254K | Hold |
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|
2018
Q1 | $238K | Hold |
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|
2017
Q4 | $255K | Hold |
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|
2017
Q3 | $252K | Sell |
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|
2017
Q2 | $262K | Hold |
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|
2017
Q1 | $259K | Hold |
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|
2016
Q4 | $254K | Hold |
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|
2016
Q3 | $265K | Hold |
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|
2016
Q2 | $271K | Hold |
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|
2016
Q1 | $257K | Hold |
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|
2015
Q4 | $247K | Hold |
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|
2015
Q3 | $234K | Buy |
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|
2015
Q2 | $235K | Sell |
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|
2015
Q1 | $285K | Sell |
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|
2014
Q4 | $278K | Buy |
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