Avantax Advisory Services’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 | $2.01M | Sell |
21,183
-1,125
| -5% | -$107K | 0.01% | 797 |
|
|
2025
Q1 | $2.14M | Buy |
22,308
+1,976
| +10% | +$189K | 0.01% | 706 |
|
|
2024
Q4 | $1.89M | Buy |
20,332
+3,742
| +23% | +$348K | 0.01% | 739 |
|
|
2024
Q3 | $1.69M | Sell |
16,590
-2,409
| -13% | -$245K | 0.01% | 780 |
|
|
2024
Q2 | $1.67M | Buy |
18,999
+1,169
| +7% | +$103K | 0.01% | 735 |
|
|
2024
Q1 | $1.6M | Sell |
17,830
-955
| -5% | -$85.9K | 0.01% | 600 |
|
|
2023
Q4 | $1.72M | Sell |
18,785
-1,869
| -9% | -$171K | 0.02% | 548 |
|
|
2023
Q3 | $1.61M | Sell |
20,654
-790
| -4% | -$61.7K | 0.02% | 530 |
|
|
2023
Q2 | $1.86M | Sell |
21,444
-347
| -2% | -$30K | 0.02% | 477 |
|
|
2023
Q1 | $1.85M | Sell |
21,791
-4,603
| -17% | -$391K | 0.02% | 462 |
|
|
2022
Q4 | $2.22M | Buy |
26,394
+6,071
| +30% | +$511K | 0.03% | 387 |
|
|
2022
Q3 | $1.66M | Sell |
20,323
-1,838
| -8% | -$150K | 0.03% | 415 |
|
|
2022
Q2 | $2.04M | Sell |
22,161
-4,297
| -16% | -$395K | 0.03% | 375 |
|
|
2022
Q1 | $2.86M | Buy |
26,458
+6,004
| +29% | +$650K | 0.04% | 307 |
|
|
2021
Q4 | $2.38M | Buy |
20,454
+1,540
| +8% | +$179K | 0.04% | 335 |
|
|
2021
Q3 | $1.93M | Buy |
18,914
+1,371
| +8% | +$140K | 0.03% | 341 |
|
|
2021
Q2 | $1.79M | Buy |
17,543
+178
| +1% | +$18.2K | 0.03% | 352 |
|
|
2021
Q1 | $1.6M | Sell |
17,365
-3,078
| -15% | -$283K | 0.03% | 334 |
|
|
2020
Q4 | $1.75M | Sell |
20,443
-40,303
| -66% | -$3.45M | 0.04% | 292 |
|
|
2020
Q3 | $4.85M | Buy |
60,746
+34,474
| +131% | +$2.75M | 0.08% | 213 |
|
|
2020
Q2 | $2.07M | Sell |
26,272
-370
| -1% | -$29.1K | 0.06% | 212 |
|
|
2020
Q1 | $1.85M | Buy |
26,642
+2,087
| +8% | +$145K | 0.06% | 203 |
|
|
2019
Q4 | $2.29M | Buy |
+24,555
| New | +$2.29M | 0.05% | 190 |
|