WDG
Wealth Dimensions Group’s iShares US Real Estate ETF IYR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $278K | Sell |
2,930
-10
| -0.3% | -$948 | 0.06% | 137 |
|
|
2025
Q1 | $282K | Hold |
2,940
| – | – | 0.07% | 130 |
|
|
2024
Q4 | $274K | Sell |
2,940
-49
| -2% | -$4.56K | 0.07% | 126 |
|
|
2024
Q3 | $305K | Hold |
2,989
| – | – | 0.08% | 115 |
|
|
2024
Q2 | $262K | Sell |
2,989
-517
| -15% | -$45.4K | 0.07% | 122 |
|
|
2024
Q1 | $315K | Hold |
3,506
| – | – | 0.09% | 108 |
|
|
2023
Q4 | $320K | Buy |
3,506
+27
| +0.8% | +$2.47K | 0.1% | 105 |
|
|
2023
Q3 | $272K | Sell |
3,479
-134
| -4% | -$10.5K | 0.1% | 107 |
|
|
2023
Q2 | $313K | Sell |
3,613
-68
| -2% | -$5.88K | 0.11% | 105 |
|
|
2023
Q1 | $313K | Sell |
3,681
-10
| -0.3% | -$849 | 0.12% | 101 |
|
|
2022
Q4 | $311K | Buy |
3,691
+37
| +1% | +$3.12K | 0.13% | 100 |
|
|
2022
Q3 | $298K | Buy |
3,654
+2
| +0.1% | +$163 | 0.15% | 91 |
|
|
2022
Q2 | $336K | Sell |
3,652
-793
| -18% | -$73K | 0.16% | 91 |
|
|
2022
Q1 | $481K | Sell |
4,445
-75
| -2% | -$8.12K | 0.22% | 77 |
|
|
2021
Q4 | $525K | Sell |
4,520
-161
| -3% | -$18.7K | 0.26% | 68 |
|
|
2021
Q3 | $479K | Hold |
4,681
| – | – | 0.31% | 73 |
|
|
2021
Q2 | $477K | Buy |
4,681
+1
| +0% | +$102 | 0.32% | 66 |
|
|
2021
Q1 | $430K | Hold |
4,680
| – | – | 0.33% | 70 |
|
|
2020
Q4 | $401K | Buy |
+4,680
| New | +$401K | 0.35% | 63 |
|