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 |
|