Barrett & Company’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 | $87.6K | Sell |
924
-64
| -6% | -$6.07K | 0.03% | 227 |
|
|
2025
Q1 | $94.6K | Sell |
988
-199
| -17% | -$19K | 0.04% | 197 |
|
|
2024
Q4 | $111K | Hold |
1,187
| – | – | 0.05% | 182 |
|
|
2024
Q3 | $121K | Sell |
1,187
-41
| -3% | -$4.18K | 0.05% | 176 |
|
|
2024
Q2 | $108K | Hold |
1,228
| – | – | 0.05% | 185 |
|
|
2024
Q1 | $110K | Hold |
1,228
| – | – | 0.05% | 186 |
|
|
2023
Q4 | $112K | Buy |
1,228
+1
| +0.1% | +$91 | 0.06% | 171 |
|
|
2023
Q3 | $95.8K | Hold |
1,227
| – | – | 0.06% | 179 |
|
|
2023
Q2 | $106K | Buy |
1,227
+7
| +0.6% | +$606 | 0.06% | 175 |
|
|
2023
Q1 | $104K | Buy |
1,220
+60
| +5% | +$5.1K | 0.07% | 171 |
|
|
2022
Q4 | $97.7K | Hold |
1,160
| – | – | 0.06% | 168 |
|
|
2022
Q3 | $97.7K | Buy |
+1,160
| New | +$97.7K | 0.06% | 168 |
|