Advisory Services Network’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $520K | Buy |
5,495
+718
| +15% | +$69.7K | 0.01% | 1258 |
|
|
2025
Q4 | $449K | Sell |
4,777
-838
| -15% | -$79.9K | 0.01% | 1275 |
|
|
2025
Q3 | $545K | Buy |
5,615
+840
| +18% | +$80.8K | 0.01% | 1150 |
|
|
2025
Q2 | $453K | Sell |
4,775
-1,202
| -20% | -$112K | 0.01% | 1203 |
|
|
2025
Q1 | $572K | Sell |
5,977
-60
| -1% | -$5.71K | 0.01% | 986 |
|
|
2024
Q4 | $562K | Sell |
6,037
-165
| -3% | -$16.3K | 0.01% | 990 |
|
|
2024
Q3 | $544K | Hold |
6,202
| – | – | 0.01% | 955 |
|
|
2024
Q2 | $544K | Buy |
6,202
+421
| +7% | +$36.1K | 0.01% | 955 |
|
|
2024
Q1 | $520K | Sell |
5,781
-1,457
| -20% | -$129K | 0.01% | 946 |
|
|
2023
Q4 | $662K | Sell |
7,238
-7,458
| -51% | -$611K | 0.02% | 785 |
|
|
2023
Q3 | $1.15M | Buy |
14,696
+1,178
| +9% | +$100K | 0.03% | 589 |
|
|
2023
Q2 | $1.17M | Sell |
13,518
-202
| -1% | -$17K | 0.03% | 566 |
|
|
2023
Q1 | $1.16M | Buy |
13,720
+6,219
| +83% | +$544K | 0.03% | 569 |
|
|
2022
Q4 | $632K | Sell |
7,501
-848
| -10% | -$71.2K | 0.02% | 760 |
|
|
2022
Q3 | $680K | Buy |
8,349
+660
| +9% | +$62.5K | 0.02% | 681 |
|
|
2022
Q2 | $707K | Sell |
7,689
-28
| -0.4% | -$2.79K | 0.02% | 689 |
|
|
2022
Q1 | $835K | Buy |
7,717
+37
| +0.5% | +$3.9K | 0.02% | 685 |
|
|
2021
Q4 | $892K | Buy |
7,680
+71
| +0.9% | +$7.78K | 0.03% | 669 |
|
|
2021
Q3 | $779K | Buy |
7,609
+231
| +3% | +$24.6K | 0.02% | 701 |
|
|
2021
Q2 | $752K | Buy |
7,378
+253
| +4% | +$25.1K | 0.02% | 706 |
|
|
2021
Q1 | $655K | Sell |
7,125
-25
| -0.3% | -$2.19K | 0.02% | 730 |
|
|
2020
Q4 | $613K | Sell |
7,150
-314
| -4% | -$26.1K | 0.02% | 664 |
|
|
2020
Q3 | $596K | Sell |
7,464
-302
| -4% | -$24.4K | 0.03% | 562 |
|
|
2020
Q2 | $613K | Buy |
7,766
+460
| +6% | +$34.9K | 0.03% | 537 |
|
|
2020
Q1 | $508K | Sell |
7,306
-2,709
| -27% | -$240K | 0.03% | 514 |
|
|
2019
Q4 | $933K | Sell |
10,015
-37,904
| -79% | -$3.51M | 0.05% | 440 |
|
|
2019
Q3 | $4.18M | Hold |
47,919
| – | – | 0.26% | 91 |
|
|
2019
Q2 | $4.18M | Buy |
47,919
+40,030
| +507% | +$3.5M | 0.26% | 91 |
|
|
2019
Q1 | $686K | Buy |
7,889
+943
| +14% | +$78K | 0.05% | 444 |
|
|
2018
Q4 | $521K | Buy |
6,946
+213
| +3% | +$16.7K | 0.05% | 463 |
|
|
2018
Q3 | $539K | Buy |
6,733
+144
| +2% | +$11.7K | 0.04% | 497 |
|
|
2018
Q2 | $531K | Sell |
6,589
-815
| -11% | -$62.8K | 0.04% | 490 |
|
|
2018
Q1 | $559K | Sell |
7,404
-393
| -5% | -$29.8K | 0.04% | 492 |
|
|
2017
Q4 | $632K | Sell |
7,797
-182
| -2% | -$14.8K | 0.06% | 408 |
|
|
2017
Q3 | $637K | Buy |
7,979
+324
| +4% | +$26K | 0.07% | 344 |
|
|
2017
Q2 | $611K | Buy |
7,655
+2,335
| +44% | +$186K | 0.08% | 331 |
|
|
2017
Q1 | $418K | Buy |
+5,320
| New | +$415K | 0.06% | 395 |
|
|
2016
Q3 | $546K | Buy |
6,770
+1,949
| +40% | +$161K | 0.1% | 281 |
|
|
2016
Q2 | $397K | Sell |
4,821
-2,494
| -34% | -$195K | 0.09% | 301 |
|
|
2016
Q1 | $570K | Buy |
7,315
+129
| +2% | +$9.36K | 0.16% | 175 |
|
|
2015
Q4 | $540K | Buy |
7,186
+2,090
| +41% | +$156K | 0.17% | 146 |
|
|
2015
Q3 | $362K | Sell |
5,096
-44,833
| -90% | -$3.27M | 0.11% | 190 |
|
|
2015
Q2 | $3.61M | Sell |
49,929
-92,287
| -65% | -$7M | 1.07% | 13 |
|
|
2015
Q1 | $11.5M | Buy |
142,216
+34,456
| +32% | +$2.76M | 3.17% | 4 |
|
|
2014
Q4 | $8.73M | Buy |
107,760
+75,943
| +239% | +$5.68M | 2.73% | 5 |
|
|
2014
Q3 | $2.2M | Buy |
31,817
+4,152
| +15% | +$301K | 0.81% | 22 |
|
|
2014
Q2 | $1.99M | Buy |
27,665
+1,177
| +4% | +$82.9K | 0.84% | 23 |
|
|
2014
Q1 | $1.79M | Sell |
26,488
-170
| -0.6% | -$11.3K | 0.92% | 21 |
|
|
2013
Q4 | $1.68M | Buy |
26,658
+149
| +0.6% | +$9.6K | 0.84% | 25 |
|
|
2013
Q3 | $1.69M | Sell |
26,509
-570
| -2% | -$37.2K | 1.45% | 19 |
|
|
2013
Q2 | $1.81M | Buy |
+27,079
| New | +$1.91M | 1.48% | 22 |
|
Other funds holding IYR
WI
CBU
IMPI
