Abacus Planning Group’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 | $316K | Sell |
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|
2025
Q2 | $405K | Hold |
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|
2025
Q1 | $409K | Hold |
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|
2024
Q4 | $398K | Hold |
|
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|
2024
Q3 | $435K | Hold |
|
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|
2024
Q2 | $375K | Hold |
|
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|
2024
Q1 | $384K | Hold |
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|
2023
Q4 | $391K | Hold |
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|
2023
Q3 | $334K | Hold |
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|
2023
Q2 | $370K | Hold |
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|
2023
Q1 | $363K | Hold |
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|
2022
Q4 | $360K | Hold |
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|
2022
Q3 | $348K | Hold |
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|
2022
Q2 | $393K | Hold |
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|
2022
Q1 | $463K | Hold |
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|
2021
Q4 | $496K | Hold |
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|
2021
Q3 | $438K | Hold |
|
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|
2021
Q2 | $436K | Hold |
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|
2021
Q1 | $393K | Hold |
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|
2020
Q4 | $366K | Hold |
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|
2020
Q3 | $341K | Hold |
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|
2020
Q2 | $337K | Hold |
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|
2020
Q1 | $297K | Hold |
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|
2019
Q4 | $398K | Sell |
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|
2019
Q3 | $409K | Hold |
|
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|
2019
Q2 | $382K | Buy |
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|
2019
Q1 | $371K | Hold |
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|
2018
Q4 | $320K | Sell |
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|
2018
Q3 | $382K | Hold |
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|
2018
Q2 | $385K | Sell |
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|
2018
Q1 | $444K | Sell |
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|
2017
Q4 | $478K | Buy |
|