B. Riley Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-10,161
| Closed | -$954K | – | 1021 |
|
|
2025
Q4 | $954K | Buy |
10,161
+380
| +4% | +$36.2K | 0.05% | 356 |
|
|
2025
Q3 | $950K | Sell |
9,781
-705
| -7% | -$67.8K | 0.05% | 353 |
|
|
2025
Q2 | $994K | Buy |
+10,486
| New | +$978K | 0.05% | 357 |
|
|
2024
Q4 | $1.02M | Sell |
10,969
-25,395
| -70% | -$2.5M | 0.03% | 441 |
|
|
2024
Q3 | $3.67M | Buy |
+36,364
| New | +$3.5M | 0.1% | 198 |
|
|
2024
Q2 | – | Sell |
-2,980
| Closed | -$236K | – | 1504 |
|
|
2024
Q1 | $236K | Buy |
2,980
+519
| +21% | +$45.9K | 0.01% | 1176 |
|
|
2023
Q4 | $225K | Sell |
2,461
-519
| -17% | -$42.5K | 0.01% | 1198 |
|
|
2023
Q3 | $236K | Buy |
2,980
+562
| +23% | +$47.9K | 0.01% | 1176 |
|
|
2023
Q2 | $209K | Sell |
2,418
-1,630
| -40% | -$137K | ﹤0.01% | 1337 |
|
|
2023
Q1 | $344K | Buy |
4,048
+1,646
| +69% | +$144K | 0.01% | 997 |
|
|
2022
Q4 | $202K | Sell |
2,402
-4,196
| -64% | -$352K | 0.01% | 1261 |
|
|
2022
Q3 | $538K | Buy |
+6,598
| New | +$625K | 0.02% | 723 |
|
|
2022
Q2 | – | Sell |
-2,271
| Closed | -$246K | – | 1305 |
|
|
2022
Q1 | $246K | Sell |
2,271
-17,341
| -88% | -$1.83M | 0.01% | 1106 |
|
|
2021
Q4 | $2.28M | Buy |
19,612
+971
| +5% | +$106K | 0.07% | 325 |
|
|
2021
Q3 | $1.91M | Buy |
18,641
+15,706
| +535% | +$1.67M | 0.06% | 346 |
|
|
2021
Q2 | $300K | Buy |
2,935
+19
| +0.7% | +$1.89K | 0.01% | 1021 |
|
|
2021
Q1 | $269K | Sell |
2,916
-414
| -12% | -$36.3K | 0.01% | 1054 |
|
|
2020
Q4 | $286K | Sell |
3,330
-2,276
| -41% | -$189K | 0.02% | 782 |
|
|
2020
Q3 | $446K | Buy |
5,606
+2,108
| +60% | +$170K | 0.02% | 574 |
|
|
2020
Q2 | $276K | Buy |
+3,498
| New | +$265K | 0.02% | 658 |
|
|
2015
Q1 | – | Sell |
-1,022
| Closed | -$78 | – | 1290 |
|
|
2014
Q4 | $78 | Buy |
+1,022
| New | +$76.4K | ﹤0.01% | 1851 |
|
|
2014
Q3 | – | Sell |
-820
| Closed | -$58.9K | – | 1283 |
|
|
2014
Q2 | $58.9K | Sell |
820
-1,524
| -65% | -$107K | 0.01% | 961 |
|
|
2014
Q1 | $159K | Sell |
2,344
-2,136
| -48% | -$142K | 0.05% | 461 |
|
|
2013
Q4 | $283K | Buy |
4,480
+490
| +12% | +$31.6K | 0.09% | 250 |
|
|
2013
Q3 | $255K | Sell |
3,990
-4,289
| -52% | -$280K | 0.09% | 263 |
|
|
2013
Q2 | $550K | Buy |
+8,279
| New | +$585K | 0.19% | 138 |
|
Other funds holding IYR
WI
CBU
IMPI
