Baird Financial Group’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
Q2 | $1.53M | Buy |
16,142
+1,200
| +8% | +$114K | ﹤0.01% | 1088 |
|
|
2025
Q1 | $1.43M | Buy |
14,942
+113
| +0.8% | +$10.8K | ﹤0.01% | 1070 |
|
|
2024
Q4 | $1.38M | Buy |
14,829
+1,198
| +9% | +$111K | ﹤0.01% | 1083 |
|
|
2024
Q3 | $1.39M | Buy |
13,631
+829
| +6% | +$84.5K | ﹤0.01% | 1073 |
|
|
2024
Q2 | $1.12M | Sell |
12,802
-48,619
| -79% | -$4.27M | ﹤0.01% | 1130 |
|
|
2024
Q1 | $5.52M | Buy |
61,421
+754
| +1% | +$67.8K | 0.01% | 634 |
|
|
2023
Q4 | $5.55M | Buy |
60,667
+7,454
| +14% | +$681K | 0.01% | 635 |
|
|
2023
Q3 | $4.16M | Buy |
53,213
+4,417
| +9% | +$345K | 0.01% | 673 |
|
|
2023
Q2 | $4.22M | Buy |
48,796
+4,363
| +10% | +$378K | 0.01% | 669 |
|
|
2023
Q1 | $3.77M | Buy |
44,433
+823
| +2% | +$69.9K | 0.01% | 677 |
|
|
2022
Q4 | $3.67M | Buy |
43,610
+2,704
| +7% | +$228K | 0.01% | 662 |
|
|
2022
Q3 | $3.33M | Sell |
40,906
-15,892
| -28% | -$1.29M | 0.01% | 670 |
|
|
2022
Q2 | $5.22M | Sell |
56,798
-1,131
| -2% | -$104K | 0.01% | 569 |
|
|
2022
Q1 | $6.27M | Buy |
57,929
+3,710
| +7% | +$402K | 0.02% | 551 |
|
|
2021
Q4 | $6.3M | Sell |
54,219
-547
| -1% | -$63.5K | 0.01% | 560 |
|
|
2021
Q3 | $5.61M | Buy |
54,766
+4,489
| +9% | +$460K | 0.01% | 563 |
|
|
2021
Q2 | $5.13M | Buy |
50,277
+4,049
| +9% | +$413K | 0.01% | 581 |
|
|
2021
Q1 | $4.25M | Buy |
46,228
+15,854
| +52% | +$1.46M | 0.01% | 626 |
|
|
2020
Q4 | $2.6M | Buy |
30,374
+11
| +0% | +$942 | 0.01% | 729 |
|
|
2020
Q3 | $2.42M | Sell |
30,363
-2,634
| -8% | -$210K | 0.01% | 689 |
|
|
2020
Q2 | $2.6M | Buy |
32,997
+25,052
| +315% | +$1.97M | 0.01% | 656 |
|
|
2020
Q1 | $552K | Buy |
7,945
+3,376
| +74% | +$235K | ﹤0.01% | 1031 |
|
|
2019
Q4 | $425K | Buy |
4,569
+91
| +2% | +$8.47K | ﹤0.01% | 1218 |
|
|
2019
Q3 | $418K | Sell |
4,478
-345
| -7% | -$32.2K | ﹤0.01% | 1221 |
|
|
2019
Q2 | $421K | Buy |
+4,823
| New | +$421K | ﹤0.01% | 1248 |
|
|
2019
Q1 | – | Sell |
-5,814
| Closed | -$436K | – | 1306 |
|
|
2018
Q4 | $436K | Buy |
5,814
+88
| +2% | +$6.6K | ﹤0.01% | 1026 |
|
|
2018
Q3 | $455K | Sell |
5,726
-133
| -2% | -$10.6K | ﹤0.01% | 1067 |
|
|
2018
Q2 | $472K | Sell |
5,859
-89,530
| -94% | -$7.21M | ﹤0.01% | 1033 |
|
|
2018
Q1 | $7.2M | Sell |
95,389
-2,515
| -3% | -$190K | 0.05% | 350 |
|
|
2017
Q4 | $7.93M | Buy |
97,904
+37,168
| +61% | +$3.01M | 0.06% | 325 |
|
|
2017
Q3 | $4.85M | Sell |
60,736
-2,356
| -4% | -$188K | 0.04% | 423 |
|
|
2017
Q2 | $5.03M | Buy |
63,092
+46,188
| +273% | +$3.68M | 0.04% | 401 |
|
|
2017
Q1 | $1.33M | Sell |
16,904
-16,225
| -49% | -$1.27M | 0.01% | 704 |
|
|
2016
Q4 | $2.55M | Sell |
33,129
-68,442
| -67% | -$5.27M | 0.02% | 520 |
|
|
2016
Q3 | $8.19M | Sell |
101,571
-58,132
| -36% | -$4.69M | 0.07% | 274 |
|
|
2016
Q2 | $8.64M | Buy |
159,703
+54,889
| +52% | +$2.97M | 0.08% | 260 |
|
|
2016
Q1 | $8.16M | Sell |
104,814
-7,291
| -7% | -$568K | 0.08% | 258 |
|
|
2015
Q4 | $8.42M | Buy |
112,105
+1,186
| +1% | +$89K | 0.08% | 244 |
|
|
2015
Q3 | $7.87M | Buy |
110,919
+38,166
| +52% | +$2.71M | 0.08% | 238 |
|
|
2015
Q2 | $5.19M | Buy |
+72,753
| New | +$5.19M | 0.05% | 329 |
|