Buckingham Strategic Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $440K | Sell |
5,018
-2,162
| -30% | -$190K | ﹤0.01% | 494 |
|
|
2024
Q1 | $645K | Buy |
7,180
+119
| +2% | +$10.7K | 0.01% | 410 |
|
|
2023
Q4 | $645K | Buy |
7,061
+20
| +0.3% | +$1.83K | 0.01% | 398 |
|
|
2023
Q3 | $550K | Sell |
7,041
-380
| -5% | -$29.7K | 0.01% | 403 |
|
|
2023
Q2 | $642K | Buy |
7,421
+41
| +0.6% | +$3.55K | 0.01% | 369 |
|
|
2023
Q1 | $621K | Hold |
7,380
| – | – | 0.01% | 337 |
|
|
2022
Q4 | $621K | Sell |
7,380
-117
| -2% | -$9.85K | 0.01% | 339 |
|
|
2022
Q3 | $610K | Buy |
7,497
+1,029
| +16% | +$83.7K | 0.01% | 327 |
|
|
2022
Q2 | $595K | Buy |
6,468
+546
| +9% | +$50.2K | 0.01% | 334 |
|
|
2022
Q1 | $641K | Buy |
5,922
+124
| +2% | +$13.4K | 0.01% | 322 |
|
|
2021
Q4 | $673K | Buy |
5,798
+265
| +5% | +$30.8K | 0.01% | 311 |
|
|
2021
Q3 | $567K | Buy |
5,533
+350
| +7% | +$35.9K | 0.01% | 332 |
|
|
2021
Q2 | $528K | Buy |
5,183
+9
| +0.2% | +$917 | 0.01% | 338 |
|
|
2021
Q1 | $476K | Buy |
5,174
+339
| +7% | +$31.2K | 0.02% | 340 |
|
|
2020
Q4 | $414K | Buy |
4,835
+21
| +0.4% | +$1.8K | 0.02% | 352 |
|
|
2020
Q3 | $384K | Buy |
4,814
+1
| +0% | +$80 | 0.03% | 315 |
|
|
2020
Q2 | $379K | Sell |
4,813
-3,312
| -41% | -$261K | 0.04% | 268 |
|
|
2020
Q1 | $565K | Buy |
8,125
+2,935
| +57% | +$204K | 0.05% | 242 |
|
|
2019
Q4 | $483K | Buy |
5,190
+256
| +5% | +$23.8K | 0.05% | 254 |
|
|
2019
Q3 | $461K | Sell |
4,934
-255
| -5% | -$23.8K | 0.05% | 244 |
|
|
2019
Q2 | $453K | Sell |
5,189
-179
| -3% | -$15.6K | 0.05% | 261 |
|
|
2019
Q1 | $467K | Buy |
5,368
+367
| +7% | +$31.9K | 0.06% | 237 |
|
|
2018
Q4 | $375K | Buy |
5,001
+1
| +0% | +$75 | 0.06% | 234 |
|
|
2018
Q3 | $400K | Sell |
5,000
-36
| -0.7% | -$2.88K | 0.06% | 225 |
|
|
2018
Q2 | $406K | Buy |
5,036
+122
| +2% | +$9.84K | 0.07% | 212 |
|
|
2018
Q1 | $371K | Sell |
4,914
-15
| -0.3% | -$1.13K | 0.07% | 204 |
|
|
2017
Q4 | $399K | Sell |
4,929
-105
| -2% | -$8.5K | 0.08% | 192 |
|
|
2017
Q3 | $402K | Sell |
5,034
-118
| -2% | -$9.42K | 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% | +$538 | 0.07% | 205 |
|
|
2016
Q3 | $235K | Sell |
2,909
-40
| -1% | -$3.23K | 0.08% | 192 |
|
|
2016
Q2 | $243K | Buy |
2,949
+35
| +1% | +$2.88K | 0.08% | 187 |
|
|
2016
Q1 | $227K | Buy |
2,914
+227
| +8% | +$17.7K | 0.08% | 198 |
|
|
2015
Q4 | $202K | Buy |
+2,687
| New | +$202K | 0.07% | 192 |
|
|
2015
Q2 | – | Sell |
-2,666
| Closed | -$211K | – | 233 |
|
|
2015
Q1 | $211K | Sell |
2,666
-451
| -14% | -$35.7K | 0.08% | 201 |
|
|
2014
Q4 | $240K | Buy |
+3,117
| New | +$240K | 0.09% | 169 |
|