Atria Investments’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
Q1 | – | Sell |
-10,581
| Closed | -$985K | – | 1960 |
|
|
2024
Q4 | $985K | Buy |
+10,581
| New | +$985K | 0.01% | 991 |
|
|
2024
Q3 | – | Sell |
-2,694
| Closed | -$236K | – | 1981 |
|
|
2024
Q2 | $236K | Buy |
+2,694
| New | +$236K | ﹤0.01% | 1725 |
|
|
2022
Q4 | – | Sell |
-15,753
| Closed | -$1.28M | – | 792 |
|
|
2022
Q3 | $1.28M | Buy |
15,753
+3,650
| +30% | +$297K | 0.03% | 631 |
|
|
2022
Q2 | $1.11M | Buy |
+12,103
| New | +$1.11M | 0.02% | 712 |
|
|
2019
Q4 | – | Sell |
-5,046
| Closed | -$472K | – | 1219 |
|
|
2019
Q3 | $472K | Buy |
+5,046
| New | +$472K | 0.02% | 597 |
|
|
2019
Q2 | – | Sell |
-4,208
| Closed | -$366K | – | 1032 |
|
|
2019
Q1 | $366K | Sell |
4,208
-723
| -15% | -$62.9K | 0.02% | 621 |
|
|
2018
Q4 | $370K | Sell |
4,931
-359
| -7% | -$26.9K | 0.02% | 596 |
|
|
2018
Q3 | $423K | Buy |
+5,290
| New | +$423K | 0.02% | 647 |
|
|
2017
Q4 | – | Sell |
-8,141
| Closed | -$650K | – | 857 |
|
|
2017
Q3 | $650K | Buy |
8,141
+258
| +3% | +$20.6K | 0.04% | 404 |
|
|
2017
Q2 | $629K | Sell |
7,883
-473
| -6% | -$37.7K | 0.04% | 379 |
|
|
2017
Q1 | $656K | Buy |
8,356
+887
| +12% | +$69.6K | 0.04% | 340 |
|
|
2016
Q4 | $575K | Sell |
7,469
-1,011
| -12% | -$77.8K | 0.04% | 322 |
|
|
2016
Q3 | $684K | Sell |
8,480
-22,755
| -73% | -$1.84M | 0.06% | 259 |
|
|
2016
Q2 | $2.57M | Sell |
31,235
-5,899
| -16% | -$486K | 0.28% | 53 |
|
|
2016
Q1 | $2.89M | Buy |
+37,134
| New | +$2.89M | 0.33% | 45 |
|
|
2015
Q2 | – | Sell |
-17,527
| Closed | -$1.39M | – | 413 |
|
|
2015
Q1 | $1.39M | Sell |
17,527
-1,730
| -9% | -$137K | 0.16% | 97 |
|
|
2014
Q4 | $1.48M | Sell |
19,257
-21,025
| -52% | -$1.62M | 0.16% | 107 |
|
|
2014
Q3 | $2.79M | Buy |
40,282
+6,965
| +21% | +$482K | 0.29% | 66 |
|
|
2014
Q2 | $2.39M | Buy |
33,317
+21,597
| +184% | +$1.55M | 0.24% | 83 |
|
|
2014
Q1 | $793K | Buy |
11,720
+4,032
| +52% | +$273K | 0.08% | 211 |
|
|
2013
Q4 | $485K | Sell |
7,688
-5,957
| -44% | -$376K | 0.05% | 293 |
|
|
2013
Q3 | $870K | Buy |
13,645
+506
| +4% | +$32.3K | 0.09% | 184 |
|
|
2013
Q2 | $873K | Buy |
+13,139
| New | +$873K | 0.11% | 119 |
|