Blue Trust Inc’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
$86.2K Hold
910
﹤0.01% 1105
2025
Q1
$87.1K Hold
910
﹤0.01% 1056
2024
Q4
$84.7K Sell
910
-180
-17% -$16.8K ﹤0.01% 1005
2024
Q3
$95.7K Buy
1,090
+1
+0.1% +$88 ﹤0.01% 1245
2024
Q2
$97.9K Hold
1,089
﹤0.01% 988
2024
Q1
$97.9K Sell
1,089
-1,146
-51% -$103K ﹤0.01% 725
2023
Q4
$175K Buy
2,235
+1,155
+107% +$90.4K ﹤0.01% 485
2023
Q3
$93K Sell
1,080
-1,557
-59% -$134K ﹤0.01% 644
2023
Q2
$224K Sell
2,637
-164
-6% -$13.9K ﹤0.01% 348
2023
Q1
$236K Sell
2,801
-666
-19% -$56.1K ﹤0.01% 486
2022
Q4
$282K Buy
3,467
+1,202
+53% +$97.8K 0.01% 365
2022
Q3
$208K Buy
2,265
+67
+3% +$6.15K ﹤0.01% 345
2022
Q2
$238K Buy
+2,198
New +$238K ﹤0.01% 297