Wealthcare Advisory Partners’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 | – | Sell |
|
|||||
|
2025
Q2 | $218K | Buy |
|
|||||
|
2025
Q1 | $220K | Buy |
|
|||||
|
2024
Q4 | $213K | Buy |
|
|||||
|
2024
Q3 | $233K | Buy |
|
|||||
|
2024
Q2 | $201K | Buy |
|
|||||
|
2023
Q3 | – | Sell |
|
|||||
|
2023
Q2 | $207K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $270K | Sell |
|
|||||
|
2022
Q1 | $404K | Sell |
|
|||||
|
2021
Q4 | $436K | Sell |
|
|||||
|
2021
Q3 | $399K | Sell |
|
|||||
|
2021
Q2 | $430K | Buy |
|
|||||
|
2021
Q1 | $363K | Sell |
|
|||||
|
2020
Q4 | $406K | Buy |
|
|||||
|
2020
Q3 | $373K | Hold |
|
|||||
|
2020
Q2 | $368K | Buy |
|
|||||
|
2020
Q1 | $298K | Buy |
|
|||||
|
2019
Q4 | $399K | Buy |
|
|||||
|
2019
Q3 | $363K | Buy |
|
|||||
|
2019
Q2 | $339K | Sell |
|
|||||
|
2019
Q1 | $392K | Buy |
|
|||||
|
2018
Q4 | $333K | Sell |
|
|||||
|
2018
Q3 | $387K | Buy |
|
|||||
|
2018
Q2 | $385K | Sell |
|
|||||
|
2018
Q1 | $386K | Sell |
|
|||||
|
2017
Q4 | $516K | Sell |
|
|||||
|
2017
Q3 | $539K | Buy |
|
|||||
|
2017
Q1 | – | Sell |
|
|||||
|
2016
Q4 | $12K | Buy |
|