Avior Wealth Management’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 |
-401
| Closed | -$37.4K | – | 1554 |
|
|
2024
Q4 | $37.4K | Buy |
401
+238
| +146% | +$22.2K | ﹤0.01% | 1236 |
|
|
2024
Q3 | $16.6K | Hold |
163
| – | – | ﹤0.01% | 1416 |
|
|
2024
Q2 | $14.3K | Sell |
163
-419
| -72% | -$36.8K | ﹤0.01% | 1419 |
|
|
2024
Q1 | $52.3K | Buy |
582
+32
| +6% | +$2.88K | ﹤0.01% | 1215 |
|
|
2023
Q4 | $50.3K | Hold |
550
| – | – | ﹤0.01% | 728 |
|
|
2023
Q3 | $43K | Hold |
550
| – | – | ﹤0.01% | 786 |
|
|
2023
Q2 | $47.6K | Hold |
550
| – | – | ﹤0.01% | 772 |
|
|
2023
Q1 | $46.7K | Hold |
550
| – | – | ﹤0.01% | 784 |
|
|
2022
Q4 | $46.3K | Hold |
550
| – | – | ﹤0.01% | 642 |
|
|
2022
Q3 | $44K | Hold |
550
| – | – | ﹤0.01% | 624 |
|
|
2022
Q2 | $50K | Sell |
550
-33
| -6% | -$3K | 0.01% | 567 |
|
|
2022
Q1 | $63K | Sell |
583
-132
| -18% | -$14.3K | 0.01% | 561 |
|
|
2021
Q4 | $83K | Hold |
715
| – | – | 0.01% | 526 |
|
|
2021
Q3 | $73K | Sell |
715
-43
| -6% | -$4.39K | 0.01% | 523 |
|
|
2021
Q2 | $77K | Hold |
758
| – | – | 0.01% | 494 |
|
|
2021
Q1 | $69K | Sell |
758
-55
| -7% | -$5.01K | 0.01% | 498 |
|
|
2020
Q4 | $69K | Hold |
813
| – | – | 0.01% | 465 |
|
|
2020
Q3 | $64K | Hold |
813
| – | – | 0.01% | 485 |
|
|
2020
Q2 | $64K | Sell |
813
-168
| -17% | -$13.2K | 0.01% | 475 |
|
|
2020
Q1 | $68K | Sell |
981
-332
| -25% | -$23K | 0.01% | 440 |
|
|
2019
Q4 | $122K | Buy |
1,313
+17
| +1% | +$1.58K | 0.02% | 411 |
|
|
2019
Q3 | $121K | Hold |
1,296
| – | – | 0.02% | 398 |
|
|
2019
Q2 | $113K | Hold |
1,296
| – | – | 0.02% | 401 |
|
|
2019
Q1 | $112K | Sell |
1,296
-18
| -1% | -$1.56K | 0.02% | 393 |
|
|
2018
Q4 | $98K | Hold |
1,314
| – | – | 0.02% | 430 |
|
|
2018
Q3 | $105K | Hold |
1,314
| – | – | 0.02% | 434 |
|
|
2018
Q2 | $106K | Hold |
1,314
| – | – | 0.02% | 436 |
|
|
2018
Q1 | $99K | Hold |
1,314
| – | – | 0.02% | 441 |
|
|
2017
Q4 | $106K | Sell |
1,314
-111
| -8% | -$8.95K | 0.02% | 441 |
|
|
2017
Q3 | $114K | Sell |
1,425
-21
| -1% | -$1.68K | 0.04% | 165 |
|
|
2017
Q2 | $115K | Hold |
1,446
| – | – | 0.05% | 150 |
|
|
2017
Q1 | $113K | Buy |
1,446
+1
| +0.1% | +$78 | 0.04% | 178 |
|
|
2016
Q4 | $111K | Buy |
1,445
+28
| +2% | +$2.15K | 0.04% | 162 |
|
|
2016
Q3 | $114K | Sell |
1,417
-162
| -10% | -$13K | 0.04% | 163 |
|
|
2016
Q2 | $130K | Buy |
1,579
+2
| +0.1% | +$165 | 0.06% | 144 |
|
|
2016
Q1 | $123K | Buy |
1,577
+3
| +0.2% | +$234 | 0.05% | 142 |
|
|
2015
Q4 | $118K | Sell |
1,574
-34
| -2% | -$2.55K | 0.06% | 130 |
|
|
2015
Q3 | $114K | Hold |
1,608
| – | – | 0.07% | 124 |
|
|
2015
Q2 | $115K | Sell |
1,608
-135
| -8% | -$9.66K | 0.09% | 89 |
|
|
2015
Q1 | $138K | Sell |
1,743
-61
| -3% | -$4.83K | 0.11% | 83 |
|
|
2014
Q4 | $139K | Buy |
1,804
+4
| +0.2% | +$308 | 0.11% | 77 |
|
|
2014
Q3 | $125K | Buy |
1,800
+135
| +8% | +$9.38K | 0.11% | 79 |
|
|
2014
Q2 | $120K | Sell |
1,665
-164
| -9% | -$11.8K | 0.1% | 78 |
|
|
2014
Q1 | $124K | Buy |
+1,829
| New | +$124K | 0.1% | 77 |
|