AssetMark Inc’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 | $10K | Sell |
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|
2025
Q1 | $13.6K | Sell |
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|
2024
Q4 | $14.9K | Buy |
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|
2024
Q3 | $15.1K | Sell |
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|
2024
Q2 | $23.1K | Sell |
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|
2024
Q1 | $26K | Buy |
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|
2023
Q4 | $9.6K | Sell |
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|
2023
Q3 | $164K | Buy |
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|
2023
Q2 | $12.5K | Buy |
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|
2023
Q1 | $12.1K | Sell |
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|
2022
Q4 | $18.4K | Buy |
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|
2022
Q3 | $18K | Hold |
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|
2022
Q2 | $20K | Sell |
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|
2022
Q1 | $62K | Buy |
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|
2021
Q4 | $41K | Buy |
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|
2021
Q3 | $33K | Buy |
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|
2021
Q2 | $32K | Buy |
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|
2021
Q1 | $22K | Buy |
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|
2020
Q4 | $20K | Sell |
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|
2020
Q3 | $22K | Sell |
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|
2020
Q2 | $109K | Sell |
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|
2020
Q1 | $116K | Buy |
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|
2019
Q4 | $154K | Buy |
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|
2019
Q3 | $116K | Buy |
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|
2019
Q2 | $89K | Sell |
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|
2019
Q1 | $92K | Buy |
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|
2018
Q4 | $74K | Sell |
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|
2018
Q3 | $84K | Sell |
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|
2018
Q2 | $5.35M | Sell |
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|
2018
Q1 | $5.66M | Sell |
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|
2017
Q4 | $8.62M | Sell |
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|
2017
Q3 | $10.6M | Buy |
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|
2017
Q2 | $5.57M | Buy |
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|
2017
Q1 | $4.21M | Buy |
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|
2016
Q4 | $325K | Buy |
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|
2016
Q3 | $130K | Sell |
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|
2016
Q2 | $183K | Buy |
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|
2016
Q1 | $131K | Sell |
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|
2015
Q4 | $487K | Buy |
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|
2015
Q3 | $254K | Sell |
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|
2015
Q2 | $5.21M | Sell |
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|
2015
Q1 | $57.7M | Sell |
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|
2014
Q4 | $59.9M | Buy |
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|
2014
Q3 | $17.5M | Sell |
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|
2014
Q2 | $47.9M | Buy |
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|
2014
Q1 | $20.7M | Buy |
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|
2013
Q4 | $18.8M | Buy |
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|
2013
Q3 | $16.4M | Buy |
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