Buckingham Strategic 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $440K | Sell |
5,018
-2,162
| -30% | -$185K | ﹤0.01% | 494 |
|
|
2024
Q1 | $645K | Buy |
7,180
+119
| +2% | +$10.5K | 0.01% | 410 |
|
|
2023
Q4 | $645K | Buy |
7,061
+20
| +0.3% | +$1.64K | 0.01% | 398 |
|
|
2023
Q3 | $550K | Sell |
7,041
-380
| -5% | -$32.4K | 0.01% | 403 |
|
|
2023
Q2 | $642K | Buy |
7,421
+41
| +0.6% | +$3.44K | 0.01% | 369 |
|
|
2023
Q1 | $621K | Hold |
7,380
| – | – | 0.01% | 337 |
|
|
2022
Q4 | $621K | Sell |
7,380
-117
| -2% | -$9.82K | 0.01% | 339 |
|
|
2022
Q3 | $610K | Buy |
7,497
+1,029
| +16% | +$97.4K | 0.01% | 327 |
|
|
2022
Q2 | $595K | Buy |
6,468
+546
| +9% | +$54.4K | 0.01% | 334 |
|
|
2022
Q1 | $641K | Buy |
5,922
+124
| +2% | +$13.1K | 0.01% | 322 |
|
|
2021
Q4 | $673K | Buy |
5,798
+265
| +5% | +$29K | 0.01% | 311 |
|
|
2021
Q3 | $567K | Buy |
5,533
+350
| +7% | +$37.2K | 0.01% | 332 |
|
|
2021
Q2 | $528K | Buy |
5,183
+9
| +0.2% | +$893 | 0.01% | 338 |
|
|
2021
Q1 | $476K | Buy |
5,174
+339
| +7% | +$29.7K | 0.02% | 340 |
|
|
2020
Q4 | $414K | Buy |
4,835
+21
| +0.4% | +$1.75K | 0.02% | 352 |
|
|
2020
Q3 | $384K | Buy |
4,814
+1
| +0% | +$81 | 0.03% | 315 |
|
|
2020
Q2 | $379K | Sell |
4,813
-3,312
| -41% | -$251K | 0.04% | 268 |
|
|
2020
Q1 | $565K | Buy |
8,125
+2,935
| +57% | +$260K | 0.05% | 242 |
|
|
2019
Q4 | $483K | Buy |
5,190
+256
| +5% | +$23.7K | 0.05% | 254 |
|
|
2019
Q3 | $461K | Sell |
4,934
-255
| -5% | -$23.2K | 0.05% | 244 |
|
|
2019
Q2 | $453K | Sell |
5,189
-179
| -3% | -$15.7K | 0.05% | 261 |
|
|
2019
Q1 | $467K | Buy |
5,368
+367
| +7% | +$30.3K | 0.06% | 237 |
|
|
2018
Q4 | $375K | Buy |
5,001
+1
| +0% | +$79 | 0.06% | 234 |
|
|
2018
Q3 | $400K | Sell |
5,000
-36
| -0.7% | -$2.94K | 0.06% | 225 |
|
|
2018
Q2 | $406K | Buy |
5,036
+122
| +2% | +$9.4K | 0.07% | 212 |
|
|
2018
Q1 | $371K | Sell |
4,914
-15
| -0.3% | -$1.14K | 0.07% | 204 |
|
|
2017
Q4 | $399K | Sell |
4,929
-105
| -2% | -$8.52K | 0.08% | 192 |
|
|
2017
Q3 | $402K | Sell |
5,034
-118
| -2% | -$9.48K | 0.1% | 181 |
|
|
2017
Q2 | $411K | Buy |
5,152
+2,070
| +67% | +$165K | 0.1% | 176 |
|
|
2017
Q1 | $242K | Buy |
3,082
+166
| +6% | +$13K | 0.07% | 211 |
|
|
2016
Q4 | $224K | Buy |
2,916
+7
| +0.2% | +$532 | 0.07% | 205 |
|
|
2016
Q3 | $235K | Sell |
2,909
-40
| -1% | -$3.31K | 0.08% | 192 |
|
|
2016
Q2 | $243K | Buy |
2,949
+35
| +1% | +$2.74K | 0.08% | 187 |
|
|
2016
Q1 | $227K | Buy |
2,914
+227
| +8% | +$16.5K | 0.08% | 198 |
|
|
2015
Q4 | $202K | Buy |
+2,687
| New | +$201K | 0.07% | 192 |
|
|
2015
Q2 | – | Sell |
-2,666
| Closed | -$211K | – | 233 |
|
|
2015
Q1 | $211K | Sell |
2,666
-451
| -14% | -$36.1K | 0.08% | 201 |
|
|
2014
Q4 | $240K | Buy |
+3,117
| New | +$233K | 0.09% | 169 |
|
Other funds holding IYR
WI
Buckingham Strategic Wealth's IYR Position: Q2 2024 in Review
Buckingham Strategic Wealth reduced its iShares US Real Estate ETF (IYR) stake by 30% in Q2 2024, selling an estimated $185K and leaving 5,018 shares worth $440K. The position accounts for ﹤0.01% of the portfolio, ranked #494.
Buckingham Strategic Wealth first reported a position in IYR in Q4 2014 and has held it in 37 quarters since. The position peaked at $673K in Q4 2021. 463 funds tracked by Wall St. Rank hold IYR as of Q2 2024.
- Buckingham Strategic Wealth held 5,018 shares of iShares US Real Estate ETF worth $440K as of Q2 2024.
- Buckingham Strategic Wealth sold 2,162 iShares US Real Estate ETF shares in Q2 2024, an estimated $185K.
- iShares US Real Estate ETF made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #494 holding.
- Buckingham Strategic Wealth first reported a position in iShares US Real Estate ETF in Q4 2014 and has held it in 37 quarters since.
- Buckingham Strategic Wealth's iShares US Real Estate ETF position peaked at $673K in Q4 2021.
- 463 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2024.
Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.