Ameritas Advisory Services’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 | $619K | Buy |
6,528
+493
| +8% | +$46.7K | 0.03% | 453 |
|
|
2025
Q1 | $567K | Sell |
6,035
-4
| -0.1% | -$376 | 0.02% | 544 |
|
|
2024
Q4 | $562K | Buy |
6,039
+2,159
| +56% | +$201K | 0.02% | 562 |
|
|
2024
Q3 | $395K | Sell |
3,880
-1,300
| -25% | -$132K | 0.02% | 605 |
|
|
2024
Q2 | $455K | Buy |
5,180
+1,752
| +51% | +$154K | 0.02% | 609 |
|
|
2024
Q1 | $293K | Buy |
3,428
+666
| +24% | +$56.8K | 0.01% | 718 |
|
|
2023
Q4 | $251K | Buy |
+2,762
| New | +$251K | 0.01% | 602 |
|
|
2023
Q2 | – | Sell |
-2,415
| Closed | -$204K | – | 1580 |
|
|
2023
Q1 | $204K | Buy |
+2,415
| New | +$204K | 0.01% | 768 |
|
|
2022
Q3 | – | Sell |
-4,585
| Closed | -$422K | – | 788 |
|
|
2022
Q2 | $422K | Buy |
+4,585
| New | +$422K | 0.02% | 508 |
|