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 |
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|
2024
Q1 | $645K | Buy |
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|
2023
Q4 | $645K | Buy |
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|
2023
Q3 | $550K | Sell |
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|
2023
Q2 | $642K | Buy |
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|
2023
Q1 | $621K | Hold |
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|
2022
Q4 | $621K | Sell |
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|
2022
Q3 | $610K | Buy |
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|
2022
Q2 | $595K | Buy |
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|
2022
Q1 | $641K | Buy |
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|
2021
Q4 | $673K | Buy |
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|
2021
Q3 | $567K | Buy |
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|
2021
Q2 | $528K | Buy |
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|
2021
Q1 | $476K | Buy |
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|
2020
Q4 | $414K | Buy |
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|
2020
Q3 | $384K | Buy |
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|
2020
Q2 | $379K | Sell |
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|
2020
Q1 | $565K | Buy |
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|
2019
Q4 | $483K | Buy |
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|
2019
Q3 | $461K | Sell |
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|
2019
Q2 | $453K | Sell |
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|
2019
Q1 | $467K | Buy |
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|
2018
Q4 | $375K | Buy |
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|
2018
Q3 | $400K | Sell |
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|
2018
Q2 | $406K | Buy |
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|
2018
Q1 | $371K | Sell |
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|
2017
Q4 | $399K | Sell |
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|
2017
Q3 | $402K | Sell |
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|
2017
Q2 | $411K | Buy |
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|
2017
Q1 | $242K | Buy |
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|
2016
Q4 | $224K | Buy |
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|
2016
Q3 | $235K | Sell |
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|
2016
Q2 | $243K | Buy |
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|
2016
Q1 | $227K | Buy |
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|
2015
Q4 | $202K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $211K | Sell |
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|
2014
Q4 | $240K | Buy |
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