Capital Analysts LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7K | Hold |
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|
2025
Q1 | $7K | Hold |
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|
2024
Q4 | $7K | Hold |
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|
2024
Q3 | $8K | Hold |
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|
2024
Q2 | $7K | Hold |
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|
2024
Q1 | $7K | Hold |
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|
2023
Q4 | $7K | Hold |
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|
2023
Q3 | $6K | Hold |
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|
2023
Q2 | $6K | Hold |
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|
2023
Q1 | $6K | Hold |
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|
2022
Q4 | $6K | Hold |
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|
2022
Q3 | $6K | Hold |
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|
2022
Q2 | $7K | Hold |
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|
2022
Q1 | $8K | Hold |
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|
2021
Q4 | $9K | Hold |
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|
2021
Q3 | $8K | Hold |
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|
2021
Q2 | $8K | Hold |
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|
2021
Q1 | $7K | Sell |
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|
2020
Q4 | $75K | Hold |
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|
2020
Q3 | $70K | Hold |
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|
2020
Q2 | $69K | Hold |
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|
2020
Q1 | $61K | Hold |
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|
2019
Q4 | $81K | Hold |
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|
2019
Q3 | $81K | Hold |
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|
2019
Q2 | $76K | Sell |
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|
2019
Q1 | $81K | Buy |
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|
2018
Q4 | $67K | Hold |
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|
2018
Q3 | $72K | Hold |
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|
2018
Q2 | $73K | Hold |
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|
2018
Q1 | $68K | Sell |
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|
2017
Q4 | $153K | Hold |
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|
2017
Q3 | $151K | Hold |
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|
2017
Q2 | $151K | Hold |
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|
2017
Q1 | $148K | Hold |
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|
2016
Q4 | $145K | Hold |
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|
2016
Q3 | $152K | Buy |
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|
2016
Q2 | $147K | Sell |
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|
2016
Q1 | $147K | Buy |
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|
2015
Q4 | $119K | Sell |
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|
2015
Q3 | $115K | Buy |
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|
2015
Q2 | $65.6K | Hold |
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|
2015
Q1 | $73K | Buy |
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|
2014
Q4 | $63K | Buy |
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|
2014
Q3 | $34.6K | Hold |
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|
2014
Q2 | $35.9K | Buy |
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|
2014
Q1 | $20.3K | Buy |
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|
2013
Q4 | $6.31K | Hold |
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|
2013
Q3 | $6.38K | Hold |
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|
2013
Q2 | $6.64K | Buy |
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