Broadview Financial Management’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 | $1.99M | Buy |
21,091
+411
| +2% | +$39.9K | 1.36% | 19 |
|
|
2025
Q4 | $1.94M | Buy |
20,680
+1,892
| +10% | +$180K | 1.3% | 20 |
|
|
2025
Q3 | $1.82M | Buy |
18,788
+164
| +0.9% | +$15.8K | 1.23% | 20 |
|
|
2025
Q2 | $1.76M | Sell |
18,624
-2,251
| -11% | -$210K | 1.2% | 21 |
|
|
2025
Q1 | $2M | Sell |
20,875
-1,286
| -6% | -$122K | 1.49% | 19 |
|
|
2024
Q4 | $2.06M | Sell |
22,161
-59
| -0.3% | -$5.82K | 1.48% | 20 |
|
|
2024
Q3 | $2.26M | Sell |
22,220
-502
| -2% | -$48.4K | 1.53% | 19 |
|
|
2024
Q2 | $1.99M | Sell |
22,722
-322
| -1% | -$27.6K | 1.45% | 19 |
|
|
2024
Q1 | $2.07M | Buy |
23,044
+3,436
| +18% | +$304K | 1.51% | 18 |
|
|
2023
Q4 | $1.79M | Buy |
19,608
+1,034
| +6% | +$84.7K | 1.38% | 19 |
|
|
2023
Q3 | $1.45M | Sell |
18,574
-898
| -5% | -$76.5K | 1.34% | 18 |
|
|
2023
Q2 | $1.69M | Buy |
19,472
+215
| +1% | +$18.1K | 1.44% | 18 |
|
|
2023
Q1 | $1.63M | Buy |
19,257
+293
| +2% | +$25.6K | 1.43% | 18 |
|
|
2022
Q4 | $1.6M | Buy |
18,964
+4,675
| +33% | +$393K | 1.43% | 17 |
|
|
2022
Q3 | $1.16M | Buy |
14,289
+183
| +1% | +$17.3K | 1.17% | 20 |
|
|
2022
Q2 | $1.3M | Sell |
14,106
-1,291
| -8% | -$129K | 1.21% | 19 |
|
|
2022
Q1 | $1.67M | Sell |
15,397
-107
| -0.7% | -$11.3K | 1.23% | 21 |
|
|
2021
Q4 | $1.8M | Buy |
15,504
+16
| +0.1% | +$1.75K | 1.28% | 19 |
|
|
2021
Q3 | $1.59M | Sell |
15,488
-1,005
| -6% | -$107K | 1.23% | 19 |
|
|
2021
Q2 | $1.68M | Sell |
16,493
-353
| -2% | -$35K | 1.27% | 19 |
|
|
2021
Q1 | $1.55M | Sell |
16,846
-203
| -1% | -$17.8K | 1.2% | 19 |
|
|
2020
Q4 | $1.46M | Sell |
17,049
-134
| -0.8% | -$11.2K | 1.12% | 20 |
|
|
2020
Q3 | $1.37M | Sell |
17,183
-3,436
| -17% | -$278K | 1.16% | 21 |
|
|
2020
Q2 | $1.63M | Sell |
20,619
-87
| -0.4% | -$6.59K | 1.3% | 19 |
|
|
2020
Q1 | $1.44M | Buy |
20,706
+721
| +4% | +$63.8K | 1.29% | 19 |
|
|
2019
Q4 | $1.86M | Sell |
19,985
-163
| -0.8% | -$15.1K | 1.29% | 20 |
|
|
2019
Q3 | $1.89M | Sell |
20,148
-410
| -2% | -$37.3K | 1.4% | 19 |
|
|
2019
Q2 | $1.79M | Sell |
20,558
-719
| -3% | -$62.9K | 1.35% | 19 |
|
|
2019
Q1 | $1.85M | Sell |
21,277
-129
| -0.6% | -$10.7K | 1.44% | 19 |
|
|
2018
Q4 | $1.6M | Buy |
21,406
+8,311
| +63% | +$653K | 1.43% | 18 |
|
|
2018
Q3 | $1.05M | Buy |
13,095
+69
| +0.5% | +$5.63K | 0.94% | 20 |
|
|
2018
Q2 | $1.05M | Sell |
13,026
-1,227
| -9% | -$94.5K | 1.03% | 21 |
|
|
2018
Q1 | $1.08M | Sell |
14,253
-69
| -0.5% | -$5.24K | 1.06% | 21 |
|
|
2017
Q4 | $1.16M | Buy |
+14,322
| New | +$1.16M | 1.13% | 20 |
|
Other funds holding IYR
WI
CBU
IMPI
