Wealth Enhancement Advisory Services’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
Q3 | $2.61M | Buy |
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|
2025
Q2 | $2.53M | Sell |
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|
2025
Q1 | $2.74M | Sell |
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|
2024
Q4 | $2.74M | Buy |
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|
2024
Q3 | $2.75M | Sell |
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|
2024
Q2 | $2.41M | Sell |
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|
2024
Q1 | $2.68M | Sell |
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|
2023
Q4 | $3.53M | Buy |
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|
2023
Q3 | $2.49M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $1.83M | Sell |
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|
2022
Q4 | $2.31M | Sell |
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|
2022
Q3 | $2.12M | Buy |
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|
2022
Q2 | $1.31M | Buy |
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|
2022
Q1 | $588K | Buy |
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|
2021
Q4 | $389K | Buy |
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|
2021
Q3 | $283K | Buy |
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