Westmount 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 | $756K | Sell |
7,973
-202
| -2% | -$19.1K | 0.21% | 92 |
|
|
2025
Q1 | $783K | Buy |
8,175
+364
| +5% | +$34.9K | 0.24% | 86 |
|
|
2024
Q4 | $727K | Buy |
7,811
+283
| +4% | +$26.3K | 0.22% | 89 |
|
|
2024
Q3 | $767K | Sell |
7,528
-74
| -1% | -$7.54K | 0.23% | 88 |
|
|
2024
Q2 | $661K | Buy |
7,602
+24
| +0.3% | +$2.09K | 0.22% | 95 |
|
|
2024
Q1 | $681K | Sell |
7,578
-611
| -7% | -$54.9K | 0.25% | 88 |
|
|
2023
Q4 | $749K | Buy |
8,189
+604
| +8% | +$55.2K | 0.31% | 73 |
|
|
2023
Q3 | $593K | Sell |
7,585
-598
| -7% | -$46.7K | 0.26% | 88 |
|
|
2023
Q2 | $708K | Sell |
8,183
-75
| -0.9% | -$6.49K | 0.31% | 70 |
|
|
2023
Q1 | $701K | Sell |
8,258
-101
| -1% | -$8.58K | 0.32% | 69 |
|
|
2022
Q4 | $704K | Buy |
+8,359
| New | +$704K | 0.37% | 65 |
|