Cape Investment Advisory’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 | $31.1K | Sell |
328
-17
| -5% | -$1.61K | 0.01% | 438 |
|
|
2025
Q1 | $33K | Sell |
345
-97
| -22% | -$9.29K | 0.01% | 404 |
|
|
2024
Q4 | $41.1K | Sell |
442
-21
| -5% | -$1.95K | 0.02% | 353 |
|
|
2024
Q3 | $47.2K | Sell |
463
-93
| -17% | -$9.47K | 0.02% | 328 |
|
|
2024
Q2 | $48.8K | Buy |
556
+9
| +2% | +$790 | 0.02% | 298 |
|
|
2024
Q1 | $49.2K | Buy |
547
+43
| +9% | +$3.87K | 0.02% | 310 |
|
|
2023
Q4 | $46.1K | Buy |
504
+43
| +9% | +$3.93K | 0.02% | 363 |
|
|
2023
Q3 | $36K | Buy |
461
+2
| +0.4% | +$156 | 0.02% | 349 |
|
|
2023
Q2 | $39.7K | Sell |
459
-15
| -3% | -$1.3K | 0.02% | 323 |
|
|
2023
Q1 | $40.2K | Buy |
+474
| New | +$40.2K | 0.02% | 301 |
|