Brinker Capital Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $639K | Buy |
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|
2025
Q2 | $599K | Buy |
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|
2025
Q1 | $601K | Buy |
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|
2024
Q4 | $423K | Sell |
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|
2024
Q3 | $687K | Buy |
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|
2024
Q2 | $277K | Sell |
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|
2024
Q1 | $352K | Sell |
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|
2023
Q4 | $369K | Sell |
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|
2023
Q3 | $341K | Sell |
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|
2023
Q2 | $379K | Sell |
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|
2023
Q1 | $429K | Buy |
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|
2022
Q4 | $423K | Buy |
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|
2022
Q3 | $398K | Buy |
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|
2022
Q2 | $434K | Buy |
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|
2022
Q1 | $496K | Sell |
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|
2021
Q4 | $845K | Sell |
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|
2021
Q3 | $1.26M | Hold |
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|
2021
Q2 | $1.26M | Sell |
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|
2021
Q1 | $1.19M | Sell |
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|
2020
Q4 | $2.17M | Buy |
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|
2020
Q3 | $1.1M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $444K | Sell |
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|
2019
Q3 | $448K | Sell |
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|
2019
Q2 | $3.73M | Sell |
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|
2019
Q1 | $3.97M | Sell |
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|
2018
Q4 | $3.5M | Sell |
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|
2018
Q3 | $3.9M | Sell |
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|
2018
Q2 | $3.98M | Sell |
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|
2018
Q1 | $3.77M | Buy |
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|
2017
Q4 | $3.76M | Buy |
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|
2017
Q3 | $3.5M | Buy |
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|
2017
Q2 | $3.49M | Sell |
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|
2017
Q1 | $3.57M | Buy |
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|
2016
Q4 | $3.37M | Buy |
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|
2016
Q3 | $3.39M | Buy |
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|
2016
Q2 | $3.36M | Buy |
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|
2016
Q1 | $3.13M | Buy |
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|
2015
Q4 | $2.95M | Buy |
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|
2015
Q3 | $2.65M | Buy |
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|
2015
Q2 | $2.64M | Sell |
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|
2015
Q1 | $2.95M | Sell |
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|
2014
Q4 | $2.86M | Sell |
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|
2014
Q3 | $4.14M | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $2.88M | Sell |
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|
2013
Q2 | $21.2M | Buy |
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