Aptus Capital 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 | $398K | Sell |
4,198
-748
| -15% | -$70.9K | ﹤0.01% | 731 |
|
|
2025
Q1 | $474K | Sell |
4,946
-4,409
| -47% | -$422K | ﹤0.01% | 648 |
|
|
2024
Q4 | $871K | Buy |
+9,355
| New | +$871K | 0.01% | 513 |
|
|
2023
Q4 | – | Sell |
-42
| Closed | -$3.28K | – | 950 |
|
|
2023
Q3 | $3.28K | Hold |
42
| – | – | ﹤0.01% | 846 |
|
|
2023
Q2 | $3.64K | Sell |
42
-127
| -75% | -$11K | ﹤0.01% | 730 |
|
|
2023
Q1 | $14.3K | Buy |
+169
| New | +$14.3K | ﹤0.01% | 654 |
|
|
2021
Q1 | – | Sell |
-11
| Closed | – | – | 515 |
|
|
2020
Q4 | $0 | Hold |
11
| – | – | ﹤0.01% | 477 |
|
|
2020
Q3 | $0 | Sell |
11
-1,470
| -99% | – | ﹤0.01% | 458 |
|
|
2020
Q2 | $116K | Buy |
1,481
+1,470
| +13,364% | +$115K | 0.01% | 266 |
|
|
2020
Q1 | $0 | Hold |
11
| – | – | ﹤0.01% | 437 |
|
|
2019
Q4 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 446 |
|