Aspect Partners’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 | $343K | Sell |
3,620
-75,182
| -95% | -$7.12M | 0.17% | 59 |
|
|
2025
Q1 | $7.55M | Buy |
78,802
+57,709
| +274% | +$5.53M | 4.32% | 7 |
|
|
2024
Q4 | $1.96M | Sell |
21,093
-81,244
| -79% | -$7.56M | 1.13% | 22 |
|
|
2024
Q3 | $10.4M | Buy |
102,337
+94,962
| +1,288% | +$9.67M | 5.85% | 4 |
|
|
2024
Q2 | $647K | Sell |
7,375
-1,382
| -16% | -$121K | 0.39% | 40 |
|
|
2024
Q1 | $787K | Sell |
8,757
-159,084
| -95% | -$14.3M | 0.62% | 33 |
|
|
2023
Q4 | $15.3M | Buy |
+167,841
| New | +$15.3M | 9.89% | 2 |
|