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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $19.4K | Sell |
205
-63
| -24% | -$6.12K | ﹤0.01% | 2069 |
|
|
2025
Q4 | $25.2K | Buy |
268
+159
| +146% | +$15.2K | ﹤0.01% | 1930 |
|
|
2025
Q3 | $10.6K | Buy |
109
+3
| +3% | +$289 | ﹤0.01% | 2100 |
|
|
2025
Q2 | $10K | Sell |
106
-36
| -25% | -$3.36K | ﹤0.01% | 1958 |
|
|
2025
Q1 | $13.6K | Sell |
142
-18
| -11% | -$1.71K | ﹤0.01% | 1782 |
|
|
2024
Q4 | $14.9K | Buy |
160
+12
| +8% | +$1.18K | ﹤0.01% | 1719 |
|
|
2024
Q3 | $15.1K | Sell |
148
-115
| -44% | -$11.1K | ﹤0.01% | 1556 |
|
|
2024
Q2 | $23.1K | Sell |
263
-26
| -9% | -$2.23K | ﹤0.01% | 1363 |
|
|
2024
Q1 | $26K | Buy |
289
+184
| +175% | +$16.3K | ﹤0.01% | 1254 |
|
|
2023
Q4 | $9.6K | Sell |
105
-1,989
| -95% | -$163K | ﹤0.01% | 1386 |
|
|
2023
Q3 | $164K | Buy |
2,094
+1,949
| +1,344% | +$166K | ﹤0.01% | 908 |
|
|
2023
Q2 | $12.5K | Buy |
145
+3
| +2% | +$252 | ﹤0.01% | 1267 |
|
|
2023
Q1 | $12.1K | Sell |
142
-76
| -35% | -$6.65K | ﹤0.01% | 1255 |
|
|
2022
Q4 | $18.4K | Buy |
218
+1
| +0.5% | +$84 | ﹤0.01% | 1218 |
|
|
2022
Q3 | $18K | Hold |
217
| – | – | ﹤0.01% | 1144 |
|
|
2022
Q2 | $20K | Sell |
217
-358
| -62% | -$35.7K | ﹤0.01% | 1119 |
|
|
2022
Q1 | $62K | Buy |
575
+225
| +64% | +$23.7K | ﹤0.01% | 872 |
|
|
2021
Q4 | $41K | Buy |
350
+29
| +9% | +$3.18K | ﹤0.01% | 952 |
|
|
2021
Q3 | $33K | Buy |
321
+9
| +3% | +$958 | ﹤0.01% | 857 |
|
|
2021
Q2 | $32K | Buy |
312
+77
| +33% | +$7.64K | ﹤0.01% | 817 |
|
|
2021
Q1 | $22K | Buy |
235
+7
| +3% | +$614 | ﹤0.01% | 854 |
|
|
2020
Q4 | $20K | Sell |
228
-49
| -18% | -$4.08K | ﹤0.01% | 849 |
|
|
2020
Q3 | $22K | Sell |
277
-1,108
| -80% | -$89.5K | ﹤0.01% | 823 |
|
|
2020
Q2 | $109K | Sell |
1,385
-277
| -17% | -$21K | ﹤0.01% | 570 |
|
|
2020
Q1 | $116K | Buy |
1,662
+7
| +0.4% | +$620 | ﹤0.01% | 561 |
|
|
2019
Q4 | $154K | Buy |
1,655
+410
| +33% | +$38K | ﹤0.01% | 570 |
|
|
2019
Q3 | $116K | Buy |
1,245
+228
| +22% | +$20.8K | ﹤0.01% | 580 |
|
|
2019
Q2 | $89K | Sell |
1,017
-41
| -4% | -$3.59K | ﹤0.01% | 620 |
|
|
2019
Q1 | $92K | Buy |
1,058
+66
| +7% | +$5.46K | ﹤0.01% | 596 |
|
|
2018
Q4 | $74K | Sell |
992
-57
| -5% | -$4.48K | ﹤0.01% | 620 |
|
|
2018
Q3 | $84K | Sell |
1,049
-65,368
| -98% | -$5.33M | ﹤0.01% | 622 |
|
|
2018
Q2 | $5.35M | Sell |
66,417
-8,579
| -11% | -$661K | 0.05% | 212 |
|
|
2018
Q1 | $5.66M | Sell |
74,996
-31,428
| -30% | -$2.38M | 0.06% | 204 |
|
|
2017
Q4 | $8.62M | Sell |
106,424
-26,267
| -20% | -$2.13M | 0.09% | 168 |
|
|
2017
Q3 | $10.6M | Buy |
132,691
+62,816
| +90% | +$5.05M | 0.12% | 151 |
|
|
2017
Q2 | $5.57M | Buy |
69,875
+16,215
| +30% | +$1.29M | 0.07% | 182 |
|
|
2017
Q1 | $4.21M | Buy |
53,660
+49,430
| +1,169% | +$3.86M | 0.06% | 192 |
|
|
2016
Q4 | $325K | Buy |
4,230
+2,624
| +163% | +$199K | ﹤0.01% | 359 |
|
|
2016
Q3 | $130K | Sell |
1,606
-619
| -28% | -$51.2K | ﹤0.01% | 459 |
|
|
2016
Q2 | $183K | Buy |
2,225
+543
| +32% | +$42.6K | ﹤0.01% | 407 |
|
|
2016
Q1 | $131K | Sell |
1,682
-4,808
| -74% | -$349K | ﹤0.01% | 419 |
|
|
2015
Q4 | $487K | Buy |
6,490
+2,909
| +81% | +$217K | 0.01% | 356 |
|
|
2015
Q3 | $254K | Sell |
3,581
-69,448
| -95% | -$5.06M | 0.01% | 316 |
|
|
2015
Q2 | $5.21M | Sell |
73,029
-654,885
| -90% | -$49.7M | 0.11% | 104 |
|
|
2015
Q1 | $57.7M | Sell |
727,914
-51,786
| -7% | -$4.14M | 1.23% | 24 |
|
|
2014
Q4 | $59.9M | Buy |
779,700
+526,826
| +208% | +$39.4M | 1.3% | 19 |
|
|
2014
Q3 | $17.5M | Sell |
252,874
-414,546
| -62% | -$30M | 0.4% | 55 |
|
|
2014
Q2 | $47.9M | Buy |
667,420
+361,611
| +118% | +$25.5M | 1.02% | 31 |
|
|
2014
Q1 | $20.7M | Buy |
305,809
+7,243
| +2% | +$481K | 0.5% | 37 |
|
|
2013
Q4 | $18.8M | Buy |
298,566
+42,263
| +16% | +$2.72M | 0.45% | 47 |
|
|
2013
Q3 | $16.4M | Buy |
+256,303
| New | +$16.7M | 0.41% | 54 |
|
Other funds holding IYR
WI
CBU
IMPI
