Apella Capital’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 | $284K | Buy |
2,989
+16
| +0.5% | +$1.52K | 0.01% | 359 |
|
|
2025
Q1 | $266K | Buy |
2,973
+7
| +0.2% | +$626 | 0.01% | 326 |
|
|
2024
Q4 | $276K | Buy |
2,966
+25
| +0.9% | +$2.33K | 0.01% | 294 |
|
|
2024
Q3 | $297K | Buy |
2,941
+21
| +0.7% | +$2.12K | 0.01% | 273 |
|
|
2024
Q2 | $256K | Buy |
2,920
+18
| +0.6% | +$1.58K | 0.01% | 276 |
|
|
2024
Q1 | $259K | Buy |
2,902
+11
| +0.4% | +$981 | 0.01% | 261 |
|
|
2023
Q4 | $260K | Sell |
2,891
-1,140
| -28% | -$102K | 0.01% | 252 |
|
|
2023
Q3 | $315K | Sell |
4,031
-180
| -4% | -$14.1K | 0.02% | 210 |
|
|
2023
Q2 | $364K | Buy |
+4,211
| New | +$364K | 0.03% | 193 |
|