Allie Family Office’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 | $3.58M | Buy |
37,855
+1,866
| +5% | +$177K | 1.78% | 12 |
|
|
2025
Q1 | $3.45M | Buy |
35,989
+4,133
| +13% | +$396K | 1.88% | 12 |
|
|
2024
Q4 | $2.96M | Buy |
31,856
+1,984
| +7% | +$185K | 1.65% | 14 |
|
|
2024
Q3 | $3.04M | Sell |
29,872
-915
| -3% | -$93.2K | 1.64% | 15 |
|
|
2024
Q2 | $2.68M | Buy |
30,787
+5,758
| +23% | +$501K | 1.61% | 14 |
|
|
2024
Q1 | $2.25M | Sell |
25,029
-624
| -2% | -$56.1K | 1.32% | 15 |
|
|
2023
Q4 | $2.35M | Sell |
25,653
-500
| -2% | -$45.7K | 1.62% | 16 |
|
|
2023
Q3 | $2.05M | Buy |
26,153
+449
| +2% | +$35.2K | 1.66% | 14 |
|
|
2023
Q2 | $2.2M | Buy |
25,704
+320
| +1% | +$27.4K | 1.58% | 13 |
|
|
2023
Q1 | $2.17M | Sell |
25,384
-3,099
| -11% | -$264K | 1.62% | 12 |
|
|
2022
Q4 | $2.4M | Buy |
28,483
+2,600
| +10% | +$219K | 1.97% | 11 |
|
|
2022
Q3 | $2.14M | Buy |
25,883
+5,030
| +24% | +$415K | 1.84% | 12 |
|
|
2022
Q2 | $1.92M | Sell |
20,853
-16,345
| -44% | -$1.5M | 1.55% | 11 |
|
|
2022
Q1 | $4.03M | Buy |
37,198
+17,408
| +88% | +$1.88M | 3.09% | 6 |
|
|
2021
Q4 | $2.3M | Buy |
+19,790
| New | +$2.3M | 1.81% | 11 |
|