Aveo Capital Partners’s iShares US Real Estate ETF IYR Stock Holding History

Aveo Capital Partners’s Portfolio IYR Stock Details IYR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-9,154	Closed	-$852K	–	262
2024 Q4	$852K	Sell	9,154 -5,691	-38%	-$530K	0.09%	145
2024 Q3	$1.51M	Buy	14,845 +10,191	+219%	+$1.04M	0.16%	103
2024 Q2	$408K	Sell	4,654 -279	-6%	-$24.5K	0.05%	218
2024 Q1	$417K	Buy	4,933 +307	+7%	+$25.9K	0.05%	242
2023 Q4	$423K	Sell	4,626 -614	-12%	-$56.1K	0.05%	225
2023 Q3	$409K	Buy	5,240 +90	+2%	+$7.03K	0.05%	222
2023 Q2	$446K	Buy	5,150 +155	+3%	+$13.4K	0.06%	217
2023 Q1	$424K	Sell	4,995 -585	-10%	-$49.7K	0.06%	214
2022 Q4	$470K	Sell	5,580 -199	-3%	-$16.8K	0.07%	197
2022 Q3	$471K	Sell	5,779 -2,919	-34%	-$238K	0.08%	171
2022 Q2	$800K	Buy	8,698 +203	+2%	+$18.7K	0.13%	128
2022 Q1	$919K	Sell	8,495 -8,632	-50%	-$934K	0.16%	117
2021 Q4	$1.99M	Buy	17,127 +9,677	+130%	+$1.12M	0.36%	72
2021 Q3	$763K	Buy	7,450 +1,441	+24%	+$148K	0.16%	121
2021 Q2	$613K	Sell	6,009 -164	-3%	-$16.7K	0.14%	140
2021 Q1	$568K	Buy	+6,173	New	+$568K	0.14%	129
2020 Q4	–	Sell	-3,876	Closed	-$309K	–	123
2020 Q3	$309K	Buy	+3,876	New	+$309K	0.11%	147
2020 Q2	–	Sell	-9,778	Closed	-$680K	–	101
2020 Q1	$680K	Buy	9,778 +466	+5%	+$32.4K	0.33%	67
2019 Q4	$867K	Sell	9,312 -3,485	-27%	-$324K	0.34%	72
2019 Q3	$1.2M	Buy	12,797 +3,855	+43%	+$360K	0.49%	62
2019 Q2	$795K	Buy	8,942 +1,806	+25%	+$161K	0.35%	72
2019 Q1	$621K	Buy	7,136 +814	+13%	+$70.8K	0.29%	72
2018 Q4	$474K	Sell	6,322 -302	-5%	-$22.6K	0.24%	66
2018 Q3	$508K	Sell	6,624 -604	-8%	-$46.3K	0.23%	74
2018 Q2	$582K	Sell	7,228 -414	-5%	-$33.3K	0.26%	65
2018 Q1	$577K	Buy	7,642 +282	+4%	+$21.3K	0.24%	64
2017 Q4	$596K	Sell	7,360 -41	-0.6%	-$3.32K	0.2%	59
2017 Q3	$591K	Sell	7,401 -634	-8%	-$50.6K	0.2%	61
2017 Q2	$641K	Buy	8,035 +55	+0.7%	+$4.39K	0.23%	52
2017 Q1	$626K	Sell	7,980 -10,978	-58%	-$861K	0.23%	48
2016 Q4	$1.46M	Buy	+18,958	New	+$1.46M	0.42%	40