Allegheny Financial Group’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 | $3.37M | Buy |
35,677
+964
| +3% | +$93.6K | 0.45% | 36 |
|
|
2025
Q4 | $3.26M | Sell |
34,713
-435
| -1% | -$41.5K | 0.48% | 36 |
|
|
2025
Q3 | $3.41M | Sell |
35,148
-298
| -0.8% | -$28.7K | 0.64% | 26 |
|
|
2025
Q2 | $3.36M | Sell |
35,446
-501
| -1% | -$46.7K | 0.75% | 21 |
|
|
2025
Q1 | $3.44M | Sell |
35,947
-430
| -1% | -$40.9K | 0.88% | 18 |
|
|
2024
Q4 | $3.39M | Sell |
36,377
-269
| -0.7% | -$26.5K | 0.87% | 19 |
|
|
2024
Q3 | $3.73M | Sell |
36,646
-1,725
| -4% | -$166K | 0.92% | 15 |
|
|
2024
Q2 | $3.37M | Sell |
38,371
-712
| -2% | -$61.1K | 0.97% | 16 |
|
|
2024
Q1 | $3.51M | Sell |
39,083
-861
| -2% | -$76.1K | 1.08% | 14 |
|
|
2023
Q4 | $3.65M | Sell |
39,944
-468
| -1% | -$38.3K | 1.17% | 12 |
|
|
2023
Q3 | $3.16M | Buy |
40,412
+12,639
| +46% | +$1.08M | 1.18% | 15 |
|
|
2023
Q2 | $2.4M | Sell |
27,773
-12,119
| -30% | -$1.02M | 1.14% | 17 |
|
|
2023
Q1 | $3.39M | Buy |
39,892
+1,202
| +3% | +$105K | 1.37% | 14 |
|
|
2022
Q4 | $3.26M | Buy |
38,690
+1,662
| +4% | +$140K | 1.36% | 16 |
|
|
2022
Q3 | $3.01M | Buy |
37,028
+3,554
| +11% | +$336K | 1.42% | 17 |
|
|
2022
Q2 | $3.08M | Buy |
33,474
+328
| +1% | +$32.7K | 1.44% | 17 |
|
|
2022
Q1 | $3.59M | Buy |
33,146
+395
| +1% | +$41.7K | 1.52% | 17 |
|
|
2021
Q4 | $3.8M | Sell |
32,751
-555
| -2% | -$60.8K | 1.52% | 16 |
|
|
2021
Q3 | $3.41M | Buy |
33,306
+802
| +2% | +$85.3K | 1.56% | 14 |
|
|
2021
Q2 | $3.31M | Buy |
32,504
+736
| +2% | +$73.1K | 1.5% | 14 |
|
|
2021
Q1 | $2.92M | Buy |
31,768
+2,702
| +9% | +$237K | 2.14% | 11 |
|
|
2020
Q4 | $2.49M | Buy |
+29,066
| New | +$2.42M | 1.34% | 15 |
|
Other funds holding IYR
WI
CBU
IMPI
