WR Wealth Planners’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
2024
Q4
$39.5K Buy
2024
Q3
$42.9K Buy
2023
Q4
Sell
2023
Q3
$2.67K Sell
2023
Q2
$7.47K Buy
2023
Q1
$2.89K Hold
2022
Q4
$2.85K Sell
2022
Q3
$6.55K Sell
2022
Q2
$8.98K Buy
2022
Q1
$8.59K Buy