Ancora Advisors’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 | $9.96K | Hold |
105
| – | – | ﹤0.01% | 1357 |
|
|
2025
Q1 | $10K | Buy |
105
+1
| +1% | +$95 | ﹤0.01% | 1304 |
|
|
2024
Q4 | $9.7K | Buy |
104
+1
| +1% | +$93 | ﹤0.01% | 1316 |
|
|
2024
Q3 | $10.5K | Hold |
103
| – | – | ﹤0.01% | 1288 |
|
|
2024
Q2 | $9K | Buy |
103
+1
| +1% | +$87 | ﹤0.01% | 1288 |
|
|
2024
Q1 | $9.16K | Hold |
102
| – | – | ﹤0.01% | 1300 |
|
|
2023
Q4 | $9.28K | Sell |
102
-195
| -66% | -$17.7K | ﹤0.01% | 1269 |
|
|
2023
Q3 | $23.2K | Hold |
297
| – | – | ﹤0.01% | 1077 |
|
|
2023
Q2 | $25.7K | Buy |
297
+1
| +0.3% | +$86 | ﹤0.01% | 1047 |
|
|
2023
Q1 | $25.1K | Hold |
296
| – | – | ﹤0.01% | 1050 |
|
|
2022
Q4 | $25K | Buy |
296
+198
| +202% | +$16.7K | ﹤0.01% | 1092 |
|
|
2022
Q3 | $8K | Buy |
98
+1
| +1% | +$82 | ﹤0.01% | 1494 |
|
|
2022
Q2 | $9K | Buy |
97
+1
| +1% | +$93 | ﹤0.01% | 1578 |
|
|
2022
Q1 | $10K | Hold |
96
| – | – | ﹤0.01% | 1694 |
|
|
2021
Q4 | $11K | Buy |
96
+1
| +1% | +$115 | ﹤0.01% | 1749 |
|
|
2021
Q3 | $10K | Hold |
95
| – | – | ﹤0.01% | 1656 |
|
|
2021
Q2 | $10K | Buy |
95
+1
| +1% | +$105 | ﹤0.01% | 1501 |
|
|
2021
Q1 | $9K | Hold |
94
| – | – | ﹤0.01% | 1434 |
|
|
2020
Q4 | $8K | Buy |
+94
| New | +$8K | ﹤0.01% | 1212 |
|
|
2017
Q1 | – | Sell |
-728
| Closed | -$56K | – | 857 |
|
|
2016
Q4 | $56K | Buy |
+728
| New | +$56K | ﹤0.01% | 757 |
|