Wealth Dimensions Group’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 | $278K | Sell |
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|
2025
Q1 | $282K | Hold |
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|
2024
Q4 | $274K | Sell |
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|
2024
Q3 | $305K | Hold |
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|
2024
Q2 | $262K | Sell |
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|
2024
Q1 | $315K | Hold |
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|
2023
Q4 | $320K | Buy |
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|
2023
Q3 | $272K | Sell |
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|
2023
Q2 | $313K | Sell |
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|
2023
Q1 | $313K | Sell |
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|
2022
Q4 | $311K | Buy |
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|
2022
Q3 | $298K | Buy |
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|
2022
Q2 | $336K | Sell |
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|
2022
Q1 | $481K | Sell |
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|
2021
Q4 | $525K | Sell |
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|
2021
Q3 | $479K | Hold |
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|
2021
Q2 | $477K | Buy |
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|
2021
Q1 | $430K | Hold |
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|
2020
Q4 | $401K | Buy |
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