WealthShield Partners’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 | $74.9K | Hold |
790
| – | – | 0.01% | 402 |
|
|
2025
Q1 | $75.6K | Sell |
790
-1
| -0.1% | -$96 | 0.01% | 391 |
|
|
2024
Q4 | $73.6K | Buy |
791
+1
| +0.1% | +$93 | 0.01% | 364 |
|
|
2024
Q3 | $80.5K | Hold |
790
| – | – | 0.01% | 364 |
|
|
2024
Q2 | $69.3K | Sell |
790
-60
| -7% | -$5.26K | 0.01% | 345 |
|
|
2024
Q1 | $76.4K | Sell |
850
-2,234
| -72% | -$201K | 0.01% | 335 |
|
|
2023
Q4 | $282K | Buy |
3,084
+975
| +46% | +$89.1K | 0.05% | 246 |
|
|
2023
Q3 | $167K | Buy |
2,109
+1,259
| +148% | +$99.5K | 0.03% | 302 |
|
|
2023
Q2 | $73.6K | Hold |
850
| – | – | 0.01% | 359 |
|
|
2023
Q1 | $72.2K | Buy |
+850
| New | +$72.2K | 0.01% | 356 |
|
|
2018
Q4 | – | Sell |
-100
| Closed | -$8K | – | 267 |
|
|
2018
Q3 | $8K | Buy |
+100
| New | +$8K | ﹤0.01% | 215 |
|