Beacon Capital Management LLC (Tennessee)’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 | $1.25K | Hold |
13
| – | – | ﹤0.01% | 958 |
|
|
2025
Q1 | $1.26K | Hold |
13
| – | – | ﹤0.01% | 1011 |
|
|
2024
Q4 | $1.22K | Hold |
13
| – | – | ﹤0.01% | 966 |
|
|
2024
Q3 | $1.32K | Hold |
13
| – | – | ﹤0.01% | 1069 |
|
|
2024
Q2 | $1.14K | Sell |
13
-4
| -24% | -$351 | ﹤0.01% | 933 |
|
|
2024
Q1 | $1.53K | Hold |
17
| – | – | ﹤0.01% | 914 |
|
|
2023
Q4 | $1.33K | Hold |
17
| – | – | ﹤0.01% | 840 |
|
|
2023
Q3 | $1.47K | Hold |
17
| – | – | ﹤0.01% | 876 |
|
|
2023
Q2 | $1.47K | Sell |
17
-2
| -11% | -$173 | ﹤0.01% | 876 |
|
|
2023
Q1 | $1.61K | Buy |
19
+2
| +12% | +$170 | ﹤0.01% | 790 |
|
|
2022
Q4 | $1.43K | Buy |
17
+4
| +31% | +$337 | ﹤0.01% | 841 |
|
|
2022
Q3 | $1K | Hold |
13
| – | – | ﹤0.01% | 815 |
|
|
2022
Q2 | $1K | Hold |
13
| – | – | ﹤0.01% | 862 |
|
|
2022
Q1 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 862 |
|