Abacus Planning 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 | $405K | Hold |
4,275
| – | – | 0.06% | 145 |
|
|
2025
Q1 | $409K | Hold |
4,275
| – | – | 0.07% | 134 |
|
|
2024
Q4 | $398K | Hold |
4,275
| – | – | 0.07% | 134 |
|
|
2024
Q3 | $435K | Hold |
4,275
| – | – | 0.08% | 125 |
|
|
2024
Q2 | $375K | Hold |
4,275
| – | – | 0.07% | 128 |
|
|
2024
Q1 | $384K | Hold |
4,275
| – | – | 0.08% | 127 |
|
|
2023
Q4 | $391K | Hold |
4,275
| – | – | 0.08% | 121 |
|
|
2023
Q3 | $334K | Hold |
4,275
| – | – | 0.08% | 127 |
|
|
2023
Q2 | $370K | Hold |
4,275
| – | – | 0.09% | 121 |
|
|
2023
Q1 | $363K | Hold |
4,275
| – | – | 0.09% | 119 |
|
|
2022
Q4 | $360K | Hold |
4,275
| – | – | 0.1% | 121 |
|
|
2022
Q3 | $348K | Hold |
4,275
| – | – | 0.11% | 121 |
|
|
2022
Q2 | $393K | Hold |
4,275
| – | – | 0.12% | 112 |
|
|
2022
Q1 | $463K | Hold |
4,275
| – | – | 0.12% | 121 |
|
|
2021
Q4 | $496K | Hold |
4,275
| – | – | 0.13% | 113 |
|
|
2021
Q3 | $438K | Hold |
4,275
| – | – | 0.14% | 107 |
|
|
2021
Q2 | $436K | Hold |
4,275
| – | – | 0.13% | 112 |
|
|
2021
Q1 | $393K | Hold |
4,275
| – | – | 0.13% | 115 |
|
|
2020
Q4 | $366K | Hold |
4,275
| – | – | 0.11% | 116 |
|
|
2020
Q3 | $341K | Hold |
4,275
| – | – | 0.12% | 109 |
|
|
2020
Q2 | $337K | Hold |
4,275
| – | – | 0.14% | 105 |
|
|
2020
Q1 | $297K | Hold |
4,275
| – | – | 0.15% | 108 |
|
|
2019
Q4 | $398K | Sell |
4,275
-100
| -2% | -$9.31K | 0.18% | 100 |
|
|
2019
Q3 | $409K | Hold |
4,375
| – | – | 0.2% | 92 |
|
|
2019
Q2 | $382K | Buy |
4,375
+110
| +3% | +$9.61K | 0.23% | 95 |
|
|
2019
Q1 | $371K | Hold |
4,265
| – | – | 0.23% | 92 |
|
|
2018
Q4 | $320K | Sell |
4,265
-519
| -11% | -$38.9K | 0.24% | 93 |
|
|
2018
Q3 | $382K | Hold |
4,784
| – | – | 0.26% | 89 |
|
|
2018
Q2 | $385K | Sell |
4,784
-1,097
| -19% | -$88.3K | 0.29% | 81 |
|
|
2018
Q1 | $444K | Sell |
5,881
-24
| -0.4% | -$1.81K | 0.36% | 66 |
|
|
2017
Q4 | $478K | Buy |
+5,905
| New | +$478K | 0.48% | 46 |
|