BOK Financial Private Wealth’s iShares US Real Estate ETF IYR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-99
| Closed | -$9.3K | – | 484 |
|
|
2025
Q4 | $9.3K | Sell |
99
-1,178
| -92% | -$112K | ﹤0.01% | 391 |
|
|
2025
Q3 | $124K | Hold |
1,277
| – | – | 0.01% | 195 |
|
|
2025
Q2 | $121K | Hold |
1,277
| – | – | 0.01% | 197 |
|
|
2025
Q1 | $122K | Sell |
1,277
-86
| -6% | -$8.18K | 0.01% | 195 |
|
|
2024
Q4 | $127K | Hold |
1,363
| – | – | 0.01% | 192 |
|
|
2024
Q3 | $139K | Hold |
1,363
| – | – | 0.01% | 191 |
|
|
2024
Q2 | $120K | Hold |
1,363
| – | – | 0.01% | 198 |
|
|
2024
Q1 | $123K | Sell |
1,363
-73
| -5% | -$6.45K | 0.01% | 195 |
|
|
2023
Q4 | $131K | Buy |
1,436
+73
| +5% | +$5.98K | 0.01% | 185 |
|
|
2023
Q3 | $108K | Hold |
1,363
| – | – | 0.01% | 183 |
|
|
2023
Q2 | $118K | Hold |
1,363
| – | – | 0.01% | 180 |
|
|
2023
Q1 | $116K | Hold |
1,363
| – | – | 0.01% | 188 |
|
|
2022
Q4 | $115K | Sell |
1,363
-270
| -17% | -$22.7K | 0.01% | 185 |
|
|
2022
Q3 | $133K | Sell |
1,633
-158
| -9% | -$15K | 0.01% | 189 |
|
|
2022
Q2 | $165K | Buy |
+1,791
| New | +$179K | 0.01% | 180 |
|
|
2022
Q1 | – | Sell |
-1,843
| Closed | -$214K | – | 326 |
|
|
2021
Q4 | $214K | Buy |
+1,843
| New | +$202K | 0.01% | 286 |
|
|
2021
Q3 | – | Sell |
-2,224
| Closed | -$227K | – | 244 |
|
|
2021
Q2 | $227K | Sell |
2,224
-165
| -7% | -$16.4K | 0.02% | 207 |
|
|
2021
Q1 | $220K | Sell |
2,389
-3,003
| -56% | -$264K | 0.02% | 178 |
|
|
2020
Q4 | $462K | Sell |
5,392
-4,709
| -47% | -$392K | 0.04% | 124 |
|
|
2020
Q3 | $806K | Sell |
10,101
-153
| -1% | -$12.4K | 0.08% | 103 |
|
|
2020
Q2 | $808K | Sell |
10,254
-18
| -0.2% | -$1.36K | 0.08% | 104 |
|
|
2020
Q1 | $715K | Sell |
10,272
-2,257
| -18% | -$200K | 0.09% | 113 |
|
|
2019
Q4 | $1.17M | Sell |
12,529
-105
| -0.8% | -$9.73K | 0.1% | 96 |
|
|
2019
Q3 | $1.18M | Sell |
12,634
-182
| -1% | -$16.6K | 0.16% | 44 |
|
|
2019
Q2 | $1.12M | Sell |
12,816
-1,420
| -10% | -$124K | 0.16% | 46 |
|
|
2019
Q1 | $1.24M | Sell |
14,236
-3,700
| -21% | -$306K | 0.17% | 42 |
|
|
2018
Q4 | $1.34M | Sell |
17,936
-2,521
| -12% | -$198K | 0.18% | 42 |
|
|
2018
Q3 | $1.64M | Sell |
20,457
-1,920
| -9% | -$157K | 0.26% | 27 |
|
|
2018
Q2 | $1.8M | Hold |
22,377
| – | – | 0.29% | 25 |
|
|
2018
Q1 | $1.69M | Buy |
22,377
+673
| +3% | +$51.1K | 0.28% | 26 |
|
|
2017
Q4 | $1.76M | Sell |
21,704
-1,441
| -6% | -$117K | 0.28% | 26 |
|
|
2017
Q3 | $1.85M | Sell |
23,145
-228
| -1% | -$18.3K | 0.3% | 24 |
|
|
2017
Q2 | $1.86M | Sell |
23,373
-41
| -0.2% | -$3.26K | 0.27% | 29 |
|
|
2017
Q1 | $1.84M | Sell |
23,414
-130
| -0.6% | -$10.1K | 0.26% | 31 |
|
|
2016
Q4 | $1.81M | Sell |
23,544
-67
| -0.3% | -$5.09K | 0.27% | 30 |
|
|
2016
Q3 | $1.9M | Sell |
23,611
-2,702
| -10% | -$224K | 0.29% | 30 |
|
|
2016
Q2 | $2.17M | Sell |
26,313
-3,062
| -10% | -$240K | 0.34% | 29 |
|
|
2016
Q1 | $2.29M | Sell |
29,375
-1,401
| -5% | -$102K | 0.39% | 22 |
|
|
2015
Q4 | $2.31M | Sell |
30,776
-276
| -0.9% | -$20.6K | 0.4% | 22 |
|
|
2015
Q3 | $2.2M | Buy |
31,052
+146
| +0.5% | +$10.6K | 0.39% | 22 |
|
|
2015
Q2 | $2.2M | Buy |
30,906
+938
| +3% | +$71.1K | 0.37% | 23 |
|
|
2015
Q1 | $2.38M | Sell |
29,968
-1,399
| -4% | -$112K | 0.39% | 22 |
|
|
2014
Q4 | $2.41M | Sell |
31,367
-306
| -1% | -$22.9K | 0.39% | 22 |
|
|
2014
Q3 | $2.19M | Sell |
31,673
-129
| -0.4% | -$9.35K | 0.37% | 21 |
|
|
2014
Q2 | $2.28M | Sell |
31,802
-344
| -1% | -$24.2K | 0.38% | 21 |
|
|
2014
Q1 | $2.17M | Buy |
32,146
+152
| +0.5% | +$10.1K | 0.38% | 21 |
|
|
2013
Q4 | $2.02M | Hold |
31,994
| – | – | 0.36% | 20 |
|
|
2013
Q3 | $2.04M | Sell |
31,994
-295
| -0.9% | -$19.3K | 0.41% | 19 |
|
|
2013
Q2 | $2.15M | Buy |
+32,289
| New | +$2.28M | 0.46% | 19 |
|
Other funds holding IYR
WI
CBU
IMPI
