Aveo Capital Partners’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
Q1 | – | Sell |
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|
2024
Q4 | $852K | Sell |
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|
2024
Q3 | $1.51M | Buy |
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|
2024
Q2 | $408K | Sell |
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|
2024
Q1 | $417K | Buy |
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|
2023
Q4 | $423K | Sell |
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|
2023
Q3 | $409K | Buy |
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|
2023
Q2 | $446K | Buy |
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|
2023
Q1 | $424K | Sell |
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|
2022
Q4 | $470K | Sell |
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|
2022
Q3 | $471K | Sell |
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|
2022
Q2 | $800K | Buy |
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|
2022
Q1 | $919K | Sell |
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|
2021
Q4 | $1.99M | Buy |
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|
2021
Q3 | $763K | Buy |
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|
2021
Q2 | $613K | Sell |
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|
2021
Q1 | $568K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $309K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $680K | Buy |
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|
2019
Q4 | $867K | Sell |
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|
2019
Q3 | $1.2M | Buy |
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|
2019
Q2 | $795K | Buy |
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|
2019
Q1 | $621K | Buy |
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|
2018
Q4 | $474K | Sell |
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|
2018
Q3 | $508K | Sell |
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|
2018
Q2 | $582K | Sell |
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|
2018
Q1 | $577K | Buy |
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|
2017
Q4 | $596K | Sell |
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|
2017
Q3 | $591K | Sell |
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|
2017
Q2 | $641K | Buy |
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|
2017
Q1 | $626K | Sell |
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|
2016
Q4 | $1.46M | Buy |
|