Bradley Foster & Sargent’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 | $380K | Hold |
4,009
| – | – | 0.01% | 427 |
|
|
2025
Q1 | $384K | Hold |
4,009
| – | – | 0.01% | 369 |
|
|
2024
Q4 | $373K | Sell |
4,009
-125
| -3% | -$11.6K | 0.01% | 391 |
|
|
2024
Q3 | $421K | Buy |
4,134
+125
| +3% | +$12.7K | 0.01% | 375 |
|
|
2024
Q2 | $352K | Hold |
4,009
| – | – | 0.01% | 391 |
|
|
2024
Q1 | $360K | Hold |
4,009
| – | – | 0.01% | 376 |
|
|
2023
Q4 | $366K | Hold |
4,009
| – | – | 0.01% | 375 |
|
|
2023
Q3 | $347K | Hold |
4,009
| – | – | 0.01% | 377 |
|
|
2023
Q2 | $347K | Hold |
4,009
| – | – | 0.01% | 377 |
|
|
2023
Q1 | $340K | Hold |
4,009
| – | – | 0.01% | 365 |
|
|
2022
Q4 | $338K | Sell |
4,009
-155
| -4% | -$13K | 0.01% | 363 |
|
|
2022
Q3 | $339K | Hold |
4,164
| – | – | 0.01% | 353 |
|
|
2022
Q2 | $383K | Buy |
4,164
+155
| +4% | +$14.3K | 0.01% | 353 |
|
|
2022
Q1 | $434K | Buy |
4,009
+909
| +29% | +$98.4K | 0.01% | 363 |
|
|
2021
Q4 | $360K | Buy |
+3,100
| New | +$360K | 0.01% | 370 |
|