Whitegate Investment Counselors’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 | $3.42M | Sell |
|
|||||
|
2025
Q2 | $3.35M | Sell |
|
|||||
|
2025
Q1 | $3.43M | Buy |
|
|||||
|
2024
Q4 | $3.33M | Sell |
|
|||||
|
2024
Q3 | $5.03M | Sell |
|
|||||
|
2024
Q2 | $4.33M | Sell |
|
|||||
|
2024
Q1 | $4.46M | Sell |
|
|||||
|
2023
Q4 | $4.54M | Sell |
|
|||||
|
2023
Q3 | $4.11M | Buy |
|
|||||
|
2023
Q2 | $4.52M | Buy |
|
|||||
|
2023
Q1 | $4.36M | Buy |
|
|||||
|
2022
Q4 | $4M | Sell |
|
|||||
|
2022
Q3 | $4.17M | Buy |
|
|||||
|
2022
Q2 | $4.15M | Sell |
|
|||||
|
2022
Q1 | $5.04M | Sell |
|
|||||
|
2021
Q4 | $5.55M | Sell |
|
|||||
|
2021
Q3 | $5.11M | Sell |
|
|||||
|
2021
Q2 | $5.17M | Buy |
|
|||||
|
2021
Q1 | $4.65M | Buy |
|
|||||
|
2020
Q4 | $4.19M | Buy |
|
|||||
|
2020
Q3 | $3.73M | Buy |
|
|||||
|
2020
Q2 | $3.48M | Buy |
|