WealthShield 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 | $78.6K | Buy |
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|
2025
Q2 | $74.9K | Hold |
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|
2025
Q1 | $75.6K | Sell |
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|
2024
Q4 | $73.6K | Buy |
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|
2024
Q3 | $80.5K | Hold |
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|
2024
Q2 | $69.3K | Sell |
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|
2024
Q1 | $76.4K | Sell |
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|
2023
Q4 | $282K | Buy |
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|
2023
Q3 | $167K | Buy |
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|
2023
Q2 | $73.6K | Hold |
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|
2023
Q1 | $72.2K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $8K | Buy |
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