Alerus Financial’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 | $10.2K | Buy |
+108
| New | +$10.2K | ﹤0.01% | 364 |
|
|
2025
Q1 | – | Sell |
-15,706
| Closed | -$1.46M | – | 167 |
|
|
2024
Q4 | $1.46M | Sell |
15,706
-9,094
| -37% | -$846K | 0.11% | 101 |
|
|
2024
Q3 | $2.53M | Buy |
24,800
+4,281
| +21% | +$436K | 0.19% | 92 |
|
|
2024
Q2 | $1.8M | Buy |
+20,519
| New | +$1.8M | 0.13% | 95 |
|
|
2024
Q1 | – | Sell |
-20,693
| Closed | -$1.89M | – | 162 |
|
|
2023
Q4 | $1.89M | Buy |
+20,693
| New | +$1.89M | 0.15% | 92 |
|
|
2023
Q2 | – | Sell |
-34,545
| Closed | -$2.93M | – | 166 |
|
|
2023
Q1 | $2.93M | Buy |
34,545
+31,805
| +1,161% | +$2.7M | 0.26% | 92 |
|
|
2022
Q4 | $231K | Sell |
2,740
-63,943
| -96% | -$5.38M | 0.02% | 149 |
|
|
2022
Q3 | $5.43M | Buy |
+66,683
| New | +$5.43M | 0.54% | 49 |
|
|
2022
Q1 | – | Sell |
-18,748
| Closed | -$2.18M | – | 184 |
|
|
2021
Q4 | $2.18M | Buy |
+18,748
| New | +$2.18M | 0.18% | 117 |
|
|
2020
Q4 | – | Sell |
-3,855
| Closed | -$308K | – | 191 |
|
|
2020
Q3 | $308K | Buy |
+3,855
| New | +$308K | 0.03% | 155 |
|
|
2020
Q2 | – | Sell |
-14,507
| Closed | -$1.01M | – | 164 |
|
|
2020
Q1 | $1.01M | Sell |
14,507
-2,852
| -16% | -$198K | 0.14% | 102 |
|
|
2019
Q4 | $1.62M | Sell |
17,359
-15,588
| -47% | -$1.45M | 0.18% | 100 |
|
|
2019
Q3 | $3.08M | Buy |
+32,947
| New | +$3.08M | 0.4% | 69 |
|
|
2017
Q4 | – | Sell |
-3,009
| Closed | -$240K | – | 135 |
|
|
2017
Q3 | $240K | Hold |
3,009
| – | – | 0.04% | 119 |
|
|
2017
Q2 | $240K | Buy |
+3,009
| New | +$240K | 0.04% | 117 |
|