Caldwell Sutter Capital’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 | $18.6K | Hold |
196
| – | – | 0.01% | 471 |
|
|
2025
Q1 | $18.8K | Hold |
196
| – | – | 0.01% | 472 |
|
|
2024
Q4 | $18.2K | Hold |
196
| – | – | 0.01% | 486 |
|
|
2024
Q3 | $20K | Hold |
196
| – | – | 0.01% | 482 |
|
|
2024
Q2 | $17.2K | Buy |
196
+30
| +18% | +$2.63K | 0.01% | 498 |
|
|
2024
Q1 | $14.9K | Hold |
166
| – | – | 0.01% | 502 |
|
|
2023
Q4 | $15.2K | Hold |
166
| – | – | 0.01% | 497 |
|
|
2023
Q3 | $13K | Hold |
166
| – | – | 0.01% | 494 |
|
|
2023
Q2 | $14.4K | Hold |
166
| – | – | 0.01% | 485 |
|
|
2023
Q1 | $14.1K | Buy |
+166
| New | +$14.1K | 0.01% | 371 |
|