AE Wealth 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 | $3.3M | Buy |
34,770
+33,560
| +2,774% | +$3.18M | 0.02% | 431 |
|
|
2025
Q1 | $116K | Sell |
1,210
-71,772
| -98% | -$6.87M | ﹤0.01% | 1407 |
|
|
2024
Q4 | $6.79M | Buy |
+72,982
| New | +$6.79M | 0.06% | 286 |
|
|
2024
Q1 | – | Sell |
-25,061
| Closed | -$2.2M | – | 1584 |
|
|
2023
Q4 | $2.2M | Sell |
25,061
-28,491
| -53% | -$2.5M | 0.01% | 870 |
|
|
2023
Q3 | $4.18M | Sell |
53,552
-7,593
| -12% | -$593K | 0.03% | 597 |
|
|
2023
Q2 | $5.29M | Buy |
61,145
+47,724
| +356% | +$4.13M | 0.03% | 520 |
|
|
2023
Q1 | $1.14M | Buy |
+13,421
| New | +$1.14M | 0.01% | 998 |
|
|
2022
Q4 | – | Sell |
-3,056
| Closed | -$249K | – | 1859 |
|
|
2022
Q3 | $249K | Sell |
3,056
-5,101
| -63% | -$416K | ﹤0.01% | 1539 |
|
|
2022
Q2 | $750K | Sell |
8,157
-2,795
| -26% | -$257K | 0.01% | 991 |
|
|
2022
Q1 | $1.19M | Sell |
10,952
-102,605
| -90% | -$11.1M | 0.01% | 864 |
|
|
2021
Q4 | $13.2M | Buy |
113,557
+50,395
| +80% | +$5.85M | 0.09% | 215 |
|
|
2021
Q3 | $6.47M | Buy |
63,162
+49,595
| +366% | +$5.08M | 0.05% | 319 |
|
|
2021
Q2 | $1.38M | Buy |
13,567
+1,838
| +16% | +$187K | 0.01% | 731 |
|
|
2021
Q1 | $1.08M | Sell |
11,729
-6,287
| -35% | -$578K | 0.01% | 742 |
|
|
2020
Q4 | $1.54M | Buy |
18,016
+14,942
| +486% | +$1.28M | 0.02% | 576 |
|
|
2020
Q3 | $245K | Sell |
3,074
-6,297
| -67% | -$502K | ﹤0.01% | 1103 |
|
|
2020
Q2 | $739K | Buy |
9,371
+5,237
| +127% | +$413K | 0.01% | 719 |
|
|
2020
Q1 | $288K | Sell |
4,134
-5,456
| -57% | -$380K | 0.01% | 888 |
|
|
2019
Q4 | $893K | Buy |
9,590
+2,275
| +31% | +$212K | 0.02% | 552 |
|
|
2019
Q3 | $684K | Buy |
7,315
+566
| +8% | +$52.9K | 0.02% | 538 |
|
|
2019
Q2 | $589K | Buy |
6,749
+3,451
| +105% | +$301K | 0.02% | 543 |
|
|
2019
Q1 | $287K | Buy |
+3,298
| New | +$287K | 0.02% | 479 |
|
|
2018
Q4 | – | Sell |
-7,533
| Closed | -$603K | – | 540 |
|
|
2018
Q3 | $603K | Buy |
7,533
+131
| +2% | +$10.5K | 0.03% | 288 |
|
|
2018
Q2 | $596K | Sell |
7,402
-767
| -9% | -$61.8K | 0.04% | 239 |
|
|
2018
Q1 | $617K | Sell |
8,169
-527
| -6% | -$39.8K | 0.05% | 230 |
|
|
2017
Q4 | $704K | Buy |
+8,696
| New | +$704K | 0.06% | 203 |
|