Wealthspire Advisors (New York)’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 | $964K | Sell |
10,170
-12,100
| -54% | -$1.15M | 0.01% | 394 |
|
|
2025
Q1 | $2.13M | Buy |
22,270
+13,055
| +142% | +$1.25M | 0.01% | 267 |
|
|
2024
Q4 | $858K | Buy |
9,215
+6,601
| +253% | +$614K | 0.01% | 404 |
|
|
2024
Q3 | $266K | Buy |
+2,614
| New | +$266K | ﹤0.01% | 644 |
|
|
2024
Q2 | – | Sell |
-2,497
| Closed | -$224K | – | 678 |
|
|
2024
Q1 | $224K | Sell |
2,497
-330
| -12% | -$29.7K | ﹤0.01% | 574 |
|
|
2023
Q4 | $258K | Buy |
+2,827
| New | +$258K | ﹤0.01% | 561 |
|
|
2021
Q1 | – | Sell |
-2,556
| Closed | -$219K | – | 710 |
|
|
2020
Q4 | $219K | Buy |
+2,556
| New | +$219K | 0.01% | 527 |
|
|
2020
Q2 | – | Sell |
-3,059
| Closed | -$213K | – | 413 |
|
|
2020
Q1 | $213K | Buy |
+3,059
| New | +$213K | 0.01% | 474 |
|