AE Wealth Management’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
Q2 | $3.3M | Buy |
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|
2025
Q1 | $116K | Sell |
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|
2024
Q4 | $6.79M | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $2.2M | Sell |
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|
2023
Q3 | $4.18M | Sell |
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|
2023
Q2 | $5.29M | Buy |
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|
2023
Q1 | $1.14M | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $249K | Sell |
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|
2022
Q2 | $750K | Sell |
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|
2022
Q1 | $1.19M | Sell |
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|
2021
Q4 | $13.2M | Buy |
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|
2021
Q3 | $6.47M | Buy |
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|
2021
Q2 | $1.38M | Buy |
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|
2021
Q1 | $1.08M | Sell |
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|
2020
Q4 | $1.54M | Buy |
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|
2020
Q3 | $245K | Sell |
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|
2020
Q2 | $739K | Buy |
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|
2020
Q1 | $288K | Sell |
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|
2019
Q4 | $893K | Buy |
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|
2019
Q3 | $684K | Buy |
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|
2019
Q2 | $589K | Buy |
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|
2019
Q1 | $287K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $603K | Buy |
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|
2018
Q2 | $596K | Sell |
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|
2018
Q1 | $617K | Sell |
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|
2017
Q4 | $704K | Buy |
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