Bailard’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
Q2 | $6.59M | Sell |
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|
2025
Q1 | $6.73M | Sell |
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|
2024
Q4 | $6.73M | Sell |
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|
2024
Q3 | $8.47M | Hold |
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|
2024
Q2 | $7.3M | Hold |
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|
2024
Q1 | $7.48M | Sell |
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|
2023
Q4 | $7.82M | Buy |
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|
2023
Q3 | $1.06M | Sell |
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|
2023
Q2 | $1.35M | Hold |
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|
2023
Q1 | $1.32M | Hold |
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|
2022
Q4 | $1.31M | Buy |
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|
2022
Q3 | $1.08M | Sell |
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|
2022
Q2 | $1.3M | Sell |
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|
2022
Q1 | $13.1M | Buy |
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|
2021
Q4 | $1.72M | Buy |
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|
2021
Q3 | $1.2M | Hold |
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|
2021
Q2 | $1.19M | Buy |
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|
2021
Q1 | $1.04M | Hold |
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|
2020
Q4 | $967K | Hold |
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|
2020
Q3 | $901K | Sell |
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|
2020
Q2 | $929K | Sell |
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|
2020
Q1 | $1.03M | Sell |
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|
2019
Q4 | $63.4M | Buy |
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|
2019
Q3 | $62.4M | Sell |
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|
2019
Q2 | $58.2M | Buy |
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|
2019
Q1 | $1.73M | Sell |
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|
2018
Q4 | $1.61M | Buy |
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|
2018
Q3 | $1.58M | Sell |
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|
2018
Q2 | $1.63M | Sell |
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|
2018
Q1 | $1.59M | Sell |
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|
2017
Q4 | $1.82M | Buy |
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|
2017
Q3 | $1.79M | Sell |
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|
2017
Q2 | $1.81M | Buy |
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|
2017
Q1 | $1.67M | Buy |
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|
2016
Q4 | $1.63M | Sell |
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|
2016
Q3 | $2.08M | Sell |
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|
2016
Q2 | $53.7M | Buy |
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|
2016
Q1 | $1.36M | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $1.28M | Sell |
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|
2015
Q2 | $1.62M | Sell |
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|
2015
Q1 | $65M | Sell |
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|
2014
Q4 | $64.2M | Buy |
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|
2014
Q3 | $2.11M | Buy |
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|
2014
Q2 | $1.26M | Sell |
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|
2014
Q1 | $56.7M | Buy |
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|
2013
Q4 | $1.1M | Buy |
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|
2013
Q3 | $522K | Sell |
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|
2013
Q2 | $730K | Buy |
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