Brookstone Capital Management’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 | $281K | Buy |
+2,965
| New | +$281K | ﹤0.01% | 923 |
|
|
2025
Q1 | – | Sell |
-50,765
| Closed | -$4.72M | – | 1039 |
|
|
2024
Q4 | $4.72M | Buy |
+50,765
| New | +$4.72M | 0.07% | 260 |
|
|
2024
Q1 | – | Sell |
-3,438
| Closed | -$314K | – | 936 |
|
|
2023
Q4 | $314K | Sell |
3,438
-222
| -6% | -$20.3K | 0.01% | 695 |
|
|
2023
Q3 | $275K | Buy |
3,660
+12
| +0.3% | +$903 | 0.01% | 701 |
|
|
2023
Q2 | $316K | Sell |
3,648
-2,336
| -39% | -$202K | 0.01% | 674 |
|
|
2023
Q1 | $508K | Buy |
5,984
+598
| +11% | +$50.7K | 0.01% | 589 |
|
|
2022
Q4 | $464K | Sell |
5,386
-1,015
| -16% | -$87.5K | 0.01% | 597 |
|
|
2022
Q3 | $498K | Sell |
6,401
-1,018
| -14% | -$79.2K | 0.01% | 565 |
|
|
2022
Q2 | $690K | Sell |
7,419
-38,856
| -84% | -$3.61M | 0.02% | 499 |
|
|
2022
Q1 | $5.03M | Sell |
46,275
-447,010
| -91% | -$48.6M | 0.1% | 190 |
|
|
2021
Q4 | $54.7M | Buy |
493,285
+119,859
| +32% | +$13.3M | 0.94% | 20 |
|
|
2021
Q3 | $39.5M | Sell |
373,426
-13,890
| -4% | -$1.47M | 0.71% | 40 |
|
|
2021
Q2 | $40.5M | Buy |
+387,316
| New | +$40.5M | 0.73% | 35 |
|
|
2020
Q1 | – | Sell |
-22,951
| Closed | -$2.14M | – | 372 |
|
|
2019
Q4 | $2.14M | Buy |
22,951
+70
| +0.3% | +$6.52K | 0.11% | 116 |
|
|
2019
Q3 | $2.14M | Buy |
22,881
+12,550
| +121% | +$1.17M | 0.12% | 113 |
|
|
2019
Q2 | $902K | Buy |
+10,331
| New | +$902K | 0.05% | 196 |
|
|
2015
Q3 | – | Sell |
-19,733
| Closed | -$1.41M | – | 2051 |
|
|
2015
Q2 | $1.41M | Buy |
+19,733
| New | +$1.41M | 0.18% | 90 |
|
|
2014
Q4 | – | Sell |
-2,926
| Closed | -$202K | – | 179 |
|
|
2014
Q3 | $202K | Buy |
+2,926
| New | +$202K | 0.04% | 158 |
|