Allworth Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $799K | Buy |
|
|||||
|
2025
Q1 | $711K | Sell |
|
|||||
|
2024
Q4 | $992K | Sell |
|
|||||
|
2024
Q3 | $1.23M | Sell |
|
|||||
|
2024
Q2 | $1.12M | Buy |
|
|||||
|
2024
Q1 | $853K | Sell |
|
|||||
|
2023
Q4 | $872K | Buy |
|
|||||
|
2023
Q3 | $427K | Sell |
|
|||||
|
2023
Q2 | $551K | Sell |
|
|||||
|
2023
Q1 | $15.6M | Sell |
|
|||||
|
2022
Q4 | $15.6M | Sell |
|
|||||
|
2022
Q3 | $15.2M | Buy |
|
|||||
|
2022
Q2 | $17M | Sell |
|
|||||
|
2022
Q1 | $38.5M | Buy |
|
|||||
|
2021
Q4 | $24K | Buy |
|
|||||
|
2021
Q3 | $20K | Buy |
|
|||||
|
2021
Q2 | $18K | Hold |
|
|||||
|
2021
Q1 | $17K | Hold |
|
|||||
|
2020
Q4 | $16K | Buy |
|
|||||
|
2020
Q3 | $1K | Hold |
|
|||||
|
2020
Q2 | $1K | Hold |
|
|||||
|
2020
Q1 | $1K | Hold |
|
|||||
|
2019
Q4 | $1K | Hold |
|
|||||
|
2019
Q3 | $1K | Sell |
|
|||||
|
2019
Q2 | $2K | Sell |
|
|||||
|
2019
Q1 | $20K | Buy |
|
|||||
|
2018
Q4 | $5K | Buy |
|
|||||
|
2018
Q3 | $3K | Hold |
|
|||||
|
2018
Q2 | $3K | Sell |
|
|||||
|
2018
Q1 | $4K | Sell |
|
|||||
|
2017
Q4 | $29K | Buy |
|
|||||
|
2017
Q3 | $25K | Hold |
|
|||||
|
2017
Q2 | $25K | Sell |
|
|||||
|
2017
Q1 | $44K | Buy |
|
|||||
|
2016
Q4 | $42K | Buy |
|
|||||
|
2016
Q3 | $44K | Sell |
|
|||||
|
2016
Q2 | $71K | Sell |
|
|||||
|
2016
Q1 | $491K | Sell |
|
|||||
|
2015
Q4 | $488K | Sell |
|
|||||
|
2015
Q3 | $598K | Buy |
|
|||||
|
2015
Q2 | $383K | Buy |
|
|||||
|
2015
Q1 | $300K | Buy |
|
|||||
|
2014
Q4 | – | Sell |
|
|||||
|
2014
Q3 | $75K | Buy |
|