WCAMG
Woodard & Company Asset Management Group’s iShares US Real Estate ETF IYR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-14
| Closed | -$1.31K | – | 143 |
|
|
2025
Q1 | $1.31K | Hold |
14
| – | – | ﹤0.01% | 137 |
|
|
2024
Q4 | $1.27K | Hold |
14
| – | – | ﹤0.01% | 126 |
|
|
2024
Q3 | $1.38K | Buy |
14
+1
| +8% | +$98 | ﹤0.01% | 118 |
|
|
2024
Q2 | $1.18K | Hold |
13
| – | – | ﹤0.01% | 113 |
|
|
2024
Q1 | $1.2K | Hold |
13
| – | – | ﹤0.01% | 102 |
|
|
2023
Q4 | $1.22K | Hold |
13
| – | – | ﹤0.01% | 100 |
|
|
2023
Q3 | $1.02K | Hold |
13
| – | – | ﹤0.01% | 90 |
|
|
2023
Q2 | $1.13K | Hold |
13
| – | – | ﹤0.01% | 96 |
|
|
2023
Q1 | $1.1K | Hold |
13
| – | – | ﹤0.01% | 96 |
|
|
2022
Q4 | $1.09K | Hold |
13
| – | – | ﹤0.01% | 98 |
|
|
2022
Q3 | $1K | Hold |
13
| – | – | ﹤0.01% | 98 |
|
|
2022
Q2 | $1K | Hold |
13
| – | – | ﹤0.01% | 106 |
|
|
2022
Q1 | $1K | Hold |
13
| – | – | ﹤0.01% | 114 |
|
|
2021
Q4 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 102 |
|