Wealth Enhancement Advisory Services’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
Q2 | $2.53M | Sell |
26,442
-2,216
| -8% | -$212K | ﹤0.01% | 1234 |
|
|
2025
Q1 | $2.74M | Sell |
28,658
-807
| -3% | -$77.3K | 0.01% | 1088 |
|
|
2024
Q4 | $2.74M | Buy |
29,465
+2,423
| +9% | +$225K | 0.01% | 1032 |
|
|
2024
Q3 | $2.75M | Sell |
27,042
-457
| -2% | -$46.6K | 0.01% | 932 |
|
|
2024
Q2 | $2.41M | Sell |
27,499
-2,327
| -8% | -$204K | 0.01% | 915 |
|
|
2024
Q1 | $2.68M | Sell |
29,826
-8,798
| -23% | -$791K | 0.01% | 845 |
|
|
2023
Q4 | $3.53M | Buy |
38,624
+6,709
| +21% | +$613K | 0.01% | 706 |
|
|
2023
Q3 | $2.49M | Buy |
+31,915
| New | +$2.49M | 0.01% | 785 |
|
|
2023
Q2 | – | Sell |
-21,541
| Closed | -$1.83M | – | 543 |
|
|
2023
Q1 | $1.83M | Sell |
21,541
-3,883
| -15% | -$330K | 0.02% | 238 |
|
|
2022
Q4 | $2.31M | Sell |
25,424
-1,556
| -6% | -$141K | 0.03% | 164 |
|
|
2022
Q3 | $2.12M | Buy |
26,980
+12,867
| +91% | +$1.01M | 0.03% | 166 |
|
|
2022
Q2 | $1.31M | Buy |
14,113
+8,753
| +163% | +$814K | 0.02% | 233 |
|
|
2022
Q1 | $588K | Buy |
5,360
+1,702
| +47% | +$187K | 0.01% | 266 |
|
|
2021
Q4 | $389K | Buy |
3,658
+1,100
| +43% | +$117K | 0.01% | 261 |
|
|
2021
Q3 | $283K | Buy |
+2,558
| New | +$283K | ﹤0.01% | 270 |
|