Bear Mountain Capital’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 | $176K | Sell |
1,838
-10
| -0.5% | -$958 | 0.06% | 39 |
|
|
2025
Q1 | $173K | Sell |
1,848
-118
| -6% | -$11K | 0.07% | 39 |
|
|
2024
Q4 | $186K | Buy |
1,966
+216
| +12% | +$20.5K | 0.07% | 36 |
|
|
2024
Q3 | $177K | Sell |
1,750
-10
| -0.6% | -$1.01K | 0.07% | 42 |
|
|
2024
Q2 | $161K | Sell |
1,760
-244
| -12% | -$22.4K | 0.07% | 44 |
|
|
2024
Q1 | $164K | Sell |
2,004
-94
| -4% | -$7.67K | 0.07% | 44 |
|
|
2023
Q4 | $188K | Buy |
+2,098
| New | +$188K | 0.08% | 44 |
|