AF
Allworth Financial’s iShares US Real Estate ETF IYR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $799K | Buy |
8,436
+740
| +10% | +$70.1K | ﹤0.01% | 699 |
|
|
2025
Q1 | $711K | Sell |
7,696
-2,860
| -27% | -$264K | ﹤0.01% | 607 |
|
|
2024
Q4 | $992K | Sell |
10,556
-1,498
| -12% | -$141K | 0.01% | 538 |
|
|
2024
Q3 | $1.23M | Sell |
12,054
-29
| -0.2% | -$2.95K | 0.01% | 403 |
|
|
2024
Q2 | $1.12M | Buy |
12,083
+2,593
| +27% | +$241K | 0.01% | 411 |
|
|
2024
Q1 | $853K | Sell |
9,490
-49
| -0.5% | -$4.41K | 0.01% | 436 |
|
|
2023
Q4 | $872K | Buy |
9,539
+4,074
| +75% | +$372K | 0.01% | 429 |
|
|
2023
Q3 | $427K | Sell |
5,465
-907
| -14% | -$70.9K | ﹤0.01% | 521 |
|
|
2023
Q2 | $551K | Sell |
6,372
-177,106
| -97% | -$15.3M | ﹤0.01% | 480 |
|
|
2023
Q1 | $15.6M | Sell |
183,478
-1,466
| -0.8% | -$124K | 0.16% | 72 |
|
|
2022
Q4 | $15.6M | Sell |
184,944
-2,045
| -1% | -$172K | 0.17% | 73 |
|
|
2022
Q3 | $15.2M | Buy |
186,989
+1,715
| +0.9% | +$140K | 0.19% | 66 |
|
|
2022
Q2 | $17M | Sell |
185,274
-170,498
| -48% | -$15.7M | 0.23% | 63 |
|
|
2022
Q1 | $38.5M | Buy |
355,772
+355,568
| +174,298% | +$38.5M | 0.49% | 38 |
|
|
2021
Q4 | $24K | Buy |
204
+9
| +5% | +$1.06K | ﹤0.01% | 1041 |
|
|
2021
Q3 | $20K | Buy |
195
+14
| +8% | +$1.44K | ﹤0.01% | 1032 |
|
|
2021
Q2 | $18K | Hold |
181
| – | – | ﹤0.01% | 882 |
|
|
2021
Q1 | $17K | Hold |
181
| – | – | ﹤0.01% | 834 |
|
|
2020
Q4 | $16K | Buy |
181
+165
| +1,031% | +$14.6K | ﹤0.01% | 720 |
|
|
2020
Q3 | $1K | Hold |
16
| – | – | ﹤0.01% | 1103 |
|
|
2020
Q2 | $1K | Hold |
16
| – | – | ﹤0.01% | 1107 |
|
|
2020
Q1 | $1K | Hold |
16
| – | – | ﹤0.01% | 1148 |
|
|
2019
Q4 | $1K | Hold |
16
| – | – | ﹤0.01% | 992 |
|
|
2019
Q3 | $1K | Sell |
16
-4
| -20% | -$250 | ﹤0.01% | 903 |
|
|
2019
Q2 | $2K | Sell |
20
-213
| -91% | -$21.3K | ﹤0.01% | 818 |
|
|
2019
Q1 | $20K | Buy |
233
+172
| +282% | +$14.8K | ﹤0.01% | 455 |
|
|
2018
Q4 | $5K | Buy |
61
+25
| +69% | +$2.05K | ﹤0.01% | 617 |
|
|
2018
Q3 | $3K | Hold |
36
| – | – | ﹤0.01% | 736 |
|
|
2018
Q2 | $3K | Sell |
36
-16
| -31% | -$1.33K | ﹤0.01% | 724 |
|
|
2018
Q1 | $4K | Sell |
52
-303
| -85% | -$23.3K | ﹤0.01% | 618 |
|
|
2017
Q4 | $29K | Buy |
355
+41
| +13% | +$3.35K | ﹤0.01% | 315 |
|
|
2017
Q3 | $25K | Hold |
314
| – | – | ﹤0.01% | 330 |
|
|
2017
Q2 | $25K | Sell |
314
-240
| -43% | -$19.1K | ﹤0.01% | 336 |
|
|
2017
Q1 | $44K | Buy |
554
+2
| +0.4% | +$159 | ﹤0.01% | 247 |
|
|
2016
Q4 | $42K | Buy |
552
+3
| +0.5% | +$228 | ﹤0.01% | 230 |
|
|
2016
Q3 | $44K | Sell |
549
-317
| -37% | -$25.4K | ﹤0.01% | 231 |
|
|
2016
Q2 | $71K | Sell |
866
-5,445
| -86% | -$446K | 0.01% | 175 |
|
|
2016
Q1 | $491K | Sell |
6,311
-187
| -3% | -$14.5K | 0.06% | 60 |
|
|
2015
Q4 | $488K | Sell |
6,498
-1,931
| -23% | -$145K | 0.09% | 57 |
|
|
2015
Q3 | $598K | Buy |
8,429
+3,056
| +57% | +$217K | 0.21% | 48 |
|
|
2015
Q2 | $383K | Buy |
5,373
+1,586
| +42% | +$113K | 0.14% | 65 |
|
|
2015
Q1 | $300K | Buy |
+3,787
| New | +$300K | 0.11% | 73 |
|
|
2014
Q4 | – | Sell |
-1,086
| Closed | -$75K | – | 126 |
|
|
2014
Q3 | $75K | Buy |
+1,086
| New | +$75K | 0.03% | 85 |
|