Ancora Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $10.1K | Hold |
107
| – | – | ﹤0.01% | 1768 |
|
|
2025
Q4 | $10K | Buy |
107
+1
| +0.9% | +$95 | ﹤0.01% | 1795 |
|
|
2025
Q3 | $10.3K | Buy |
106
+1
| +1% | +$96 | ﹤0.01% | 1384 |
|
|
2025
Q2 | $9.96K | Hold |
105
| – | – | ﹤0.01% | 1374 |
|
|
2025
Q1 | $10K | Buy |
105
+1
| +1% | +$95 | ﹤0.01% | 1322 |
|
|
2024
Q4 | $9.7K | Buy |
104
+1
| +1% | +$99 | ﹤0.01% | 1337 |
|
|
2024
Q3 | $10.5K | Hold |
103
| – | – | ﹤0.01% | 1316 |
|
|
2024
Q2 | $9K | Buy |
103
+1
| +1% | +$86 | ﹤0.01% | 1324 |
|
|
2024
Q1 | $9.16K | Hold |
102
| – | – | ﹤0.01% | 1341 |
|
|
2023
Q4 | $9.28K | Sell |
102
-195
| -66% | -$16K | ﹤0.01% | 1307 |
|
|
2023
Q3 | $23.2K | Hold |
297
| – | – | ﹤0.01% | 1109 |
|
|
2023
Q2 | $25.7K | Buy |
297
+1
| +0.3% | +$84 | ﹤0.01% | 1073 |
|
|
2023
Q1 | $25.1K | Hold |
296
| – | – | ﹤0.01% | 1077 |
|
|
2022
Q4 | $25K | Buy |
296
+198
| +202% | +$16.6K | ﹤0.01% | 1124 |
|
|
2022
Q3 | $8K | Buy |
98
+1
| +1% | +$95 | ﹤0.01% | 1536 |
|
|
2022
Q2 | $9K | Buy |
97
+1
| +1% | +$100 | ﹤0.01% | 1628 |
|
|
2022
Q1 | $10K | Hold |
96
| – | – | ﹤0.01% | 1729 |
|
|
2021
Q4 | $11K | Buy |
96
+1
| +1% | +$110 | ﹤0.01% | 1764 |
|
|
2021
Q3 | $10K | Hold |
95
| – | – | ﹤0.01% | 1681 |
|
|
2021
Q2 | $10K | Buy |
95
+1
| +1% | +$99 | ﹤0.01% | 1526 |
|
|
2021
Q1 | $9K | Hold |
94
| – | – | ﹤0.01% | 1467 |
|
|
2020
Q4 | $8K | Buy |
+94
| New | +$7.83K | ﹤0.01% | 1237 |
|
|
2017
Q1 | – | Sell |
-728
| Closed | -$56K | – | 857 |
|
|
2016
Q4 | $56K | Buy |
+728
| New | +$55.3K | ﹤0.01% | 757 |
|
Other funds holding IYR
WI
CBU
IMPI
