World Equity Group’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
$471K Buy
4,972
+1,393
+39% +$132K 0.13% 164
2025
Q1
$343K Buy
+3,579
New +$343K 0.1% 207
2023
Q4
Sell
-13,302
Closed -$1.04M 351
2023
Q3
$1.04M Buy
13,302
+10,959
+468% +$856K 0.22% 113
2023
Q2
$203K Buy
+2,343
New +$203K 0.06% 302