Acropolis Investment Management’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 | – | Sell |
-1,400
| Closed | -$134K | – | 274 |
|
|
2025
Q1 | $134K | Hold |
1,400
| – | – | 0.01% | 272 |
|
|
2024
Q4 | $130K | Hold |
1,400
| – | – | 0.01% | 282 |
|
|
2024
Q3 | $143K | Hold |
1,400
| – | – | 0.01% | 265 |
|
|
2024
Q2 | $123K | Sell |
1,400
-135
| -9% | -$11.8K | 0.01% | 264 |
|
|
2024
Q1 | $138K | Hold |
1,535
| – | – | 0.01% | 249 |
|
|
2023
Q4 | $140K | Hold |
1,535
| – | – | 0.01% | 249 |
|
|
2023
Q3 | $120K | Sell |
1,535
-135
| -8% | -$10.5K | 0.01% | 256 |
|
|
2023
Q2 | $145K | Sell |
1,670
-362
| -18% | -$31.3K | 0.01% | 225 |
|
|
2023
Q1 | $173K | Hold |
2,032
| – | – | 0.01% | 208 |
|
|
2022
Q4 | $171K | Sell |
2,032
-75
| -4% | -$6.31K | 0.02% | 201 |
|
|
2022
Q3 | $172K | Hold |
2,107
| – | – | 0.02% | 190 |
|
|
2022
Q2 | $194K | Hold |
2,107
| – | – | 0.02% | 180 |
|
|
2022
Q1 | $228K | Sell |
2,107
-550
| -21% | -$59.5K | 0.02% | 174 |
|
|
2021
Q4 | $309K | Hold |
2,657
| – | – | 0.03% | 155 |
|
|
2021
Q3 | $263K | Sell |
2,657
-90
| -3% | -$8.91K | 0.03% | 156 |
|
|
2021
Q2 | $280K | Sell |
2,747
-808
| -23% | -$82.4K | 0.03% | 154 |
|
|
2021
Q1 | $327K | Sell |
3,555
-490
| -12% | -$45.1K | 0.03% | 145 |
|
|
2020
Q4 | $346K | Sell |
4,045
-1,276
| -24% | -$109K | 0.04% | 133 |
|
|
2020
Q3 | $425K | Sell |
5,321
-5,793
| -52% | -$463K | 0.05% | 114 |
|
|
2020
Q2 | $876K | Sell |
11,114
-7,524
| -40% | -$593K | 0.12% | 68 |
|
|
2020
Q1 | $1.3M | Sell |
18,638
-370
| -2% | -$25.7K | 0.2% | 45 |
|
|
2019
Q4 | $1.77M | Sell |
19,008
-518
| -3% | -$48.2K | 0.24% | 35 |
|
|
2019
Q3 | $1.81M | Sell |
19,526
-650
| -3% | -$60.3K | 0.26% | 35 |
|
|
2019
Q2 | $1.76M | Sell |
20,176
-263
| -1% | -$23K | 0.27% | 34 |
|
|
2019
Q1 | $1.78M | Sell |
20,439
-147
| -0.7% | -$12.8K | 0.28% | 34 |
|
|
2018
Q4 | $1.54M | Sell |
20,586
-262
| -1% | -$19.6K | 0.27% | 35 |
|
|
2018
Q3 | $1.67M | Sell |
20,848
-93
| -0.4% | -$7.44K | 0.27% | 32 |
|
|
2018
Q2 | $1.69M | Sell |
20,941
-80
| -0.4% | -$6.45K | 0.28% | 30 |
|
|
2018
Q1 | $1.59M | Buy |
21,021
+2
| +0% | +$151 | 0.26% | 42 |
|
|
2017
Q4 | $1.7M | Buy |
21,019
+303
| +1% | +$24.6K | 0.26% | 36 |
|
|
2017
Q3 | $1.66M | Sell |
20,716
-399
| -2% | -$31.9K | 0.27% | 36 |
|
|
2017
Q2 | $1.68M | Sell |
21,115
-90
| -0.4% | -$7.18K | 0.29% | 41 |
|
|
2017
Q1 | $1.66M | Sell |
21,205
-595
| -3% | -$46.7K | 0.29% | 41 |
|
|
2016
Q4 | $1.68M | Buy |
21,800
+491
| +2% | +$37.8K | 0.31% | 41 |
|
|
2016
Q3 | $1.72M | Sell |
21,309
-7,190
| -25% | -$580K | 0.32% | 40 |
|
|
2016
Q2 | $2.35M | Sell |
28,499
-104
| -0.4% | -$8.57K | 0.44% | 28 |
|
|
2016
Q1 | $2.23M | Sell |
28,603
-246
| -0.9% | -$19.2K | 0.43% | 28 |
|
|
2015
Q4 | $2.17M | Sell |
28,849
-743
| -3% | -$55.8K | 0.43% | 28 |
|
|
2015
Q3 | $2.1M | Buy |
29,592
+646
| +2% | +$45.8K | 0.43% | 27 |
|
|
2015
Q2 | $2.06M | Sell |
28,946
-774
| -3% | -$55.2K | 0.4% | 29 |
|
|
2015
Q1 | $2.36M | Sell |
29,720
-937
| -3% | -$74.3K | 0.44% | 32 |
|
|
2014
Q4 | $2.36M | Sell |
30,657
-972
| -3% | -$74.7K | 0.46% | 31 |
|
|
2014
Q3 | $2.19M | Buy |
31,629
+6,217
| +24% | +$430K | 0.44% | 35 |
|
|
2014
Q2 | $1.82M | Sell |
25,412
-1,014
| -4% | -$72.8K | 0.37% | 40 |
|
|
2014
Q1 | $1.79M | Sell |
26,426
-340
| -1% | -$23K | 0.37% | 42 |
|
|
2013
Q4 | $1.69M | Sell |
26,766
-1,777
| -6% | -$112K | 0.37% | 42 |
|
|
2013
Q3 | $1.82M | Sell |
28,543
-1,388
| -5% | -$88.5K | 0.38% | 42 |
|
|
2013
Q2 | $1.99M | Buy |
+29,931
| New | +$1.99M | 0.43% | 40 |
|