Aptus Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $398K | Sell |
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|
2025
Q1 | $474K | Sell |
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|
2024
Q4 | $871K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $3.28K | Hold |
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|
2023
Q2 | $3.63K | Sell |
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|
2023
Q1 | $14.3K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $0 | Hold |
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|
2020
Q3 | $0 | Sell |
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|
2020
Q2 | $116K | Buy |
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|
2020
Q1 | $0 | Hold |
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|
2019
Q4 | $1K | Buy |
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