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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7K | Hold |
75
| – | – | ﹤0.01% | 1318 |
|
|
2025
Q4 | $7K | Hold |
75
| – | – | ﹤0.01% | 1298 |
|
|
2025
Q3 | $7K | Hold |
75
| – | – | ﹤0.01% | 1263 |
|
|
2025
Q2 | $7K | Hold |
75
| – | – | ﹤0.01% | 1199 |
|
|
2025
Q1 | $7K | Hold |
75
| – | – | ﹤0.01% | 1180 |
|
|
2024
Q4 | $7K | Hold |
75
| – | – | ﹤0.01% | 1120 |
|
|
2024
Q3 | $8K | Hold |
75
| – | – | ﹤0.01% | 1066 |
|
|
2024
Q2 | $7K | Hold |
75
| – | – | ﹤0.01% | 1003 |
|
|
2024
Q1 | $7K | Hold |
75
| – | – | ﹤0.01% | 961 |
|
|
2023
Q4 | $7K | Hold |
75
| – | – | ﹤0.01% | 936 |
|
|
2023
Q3 | $6K | Hold |
75
| – | – | ﹤0.01% | 957 |
|
|
2023
Q2 | $6K | Hold |
75
| – | – | ﹤0.01% | 875 |
|
|
2023
Q1 | $6K | Hold |
75
| – | – | ﹤0.01% | 847 |
|
|
2022
Q4 | $6K | Hold |
75
| – | – | ﹤0.01% | 895 |
|
|
2022
Q3 | $6K | Hold |
75
| – | – | ﹤0.01% | 869 |
|
|
2022
Q2 | $7K | Hold |
75
| – | – | ﹤0.01% | 838 |
|
|
2022
Q1 | $8K | Hold |
75
| – | – | ﹤0.01% | 777 |
|
|
2021
Q4 | $9K | Hold |
75
| – | – | ﹤0.01% | 825 |
|
|
2021
Q3 | $8K | Hold |
75
| – | – | ﹤0.01% | 816 |
|
|
2021
Q2 | $8K | Hold |
75
| – | – | ﹤0.01% | 774 |
|
|
2021
Q1 | $7K | Sell |
75
-800
| -91% | -$70.2K | ﹤0.01% | 836 |
|
|
2020
Q4 | $75K | Hold |
875
| – | – | 0.01% | 361 |
|
|
2020
Q3 | $70K | Hold |
875
| – | – | 0.01% | 357 |
|
|
2020
Q2 | $69K | Hold |
875
| – | – | 0.01% | 331 |
|
|
2020
Q1 | $61K | Hold |
875
| – | – | 0.01% | 306 |
|
|
2019
Q4 | $81K | Hold |
875
| – | – | 0.01% | 329 |
|
|
2019
Q3 | $81K | Hold |
875
| – | – | 0.01% | 312 |
|
|
2019
Q2 | $76K | Sell |
875
-62
| -7% | -$5.43K | 0.01% | 309 |
|
|
2019
Q1 | $81K | Buy |
937
+37
| +4% | +$3.06K | 0.01% | 280 |
|
|
2018
Q4 | $67K | Hold |
900
| – | – | 0.01% | 274 |
|
|
2018
Q3 | $72K | Hold |
900
| – | – | 0.01% | 277 |
|
|
2018
Q2 | $73K | Hold |
900
| – | – | 0.01% | 283 |
|
|
2018
Q1 | $68K | Sell |
900
-990
| -52% | -$75.1K | 0.01% | 276 |
|
|
2017
Q4 | $153K | Hold |
1,890
| – | – | 0.02% | 200 |
|
|
2017
Q3 | $151K | Hold |
1,890
| – | – | 0.02% | 202 |
|
|
2017
Q2 | $151K | Hold |
1,890
| – | – | 0.02% | 208 |
|
|
2017
Q1 | $148K | Hold |
1,890
| – | – | 0.02% | 188 |
|
|
2016
Q4 | $145K | Hold |
1,890
| – | – | 0.03% | 197 |
|
|
2016
Q3 | $152K | Buy |
1,890
+100
| +6% | +$8.28K | 0.03% | 184 |
|
|
2016
Q2 | $147K | Sell |
1,790
-100
| -5% | -$7.84K | 0.03% | 182 |
|
|
2016
Q1 | $147K | Buy |
1,890
+300
| +19% | +$21.8K | 0.03% | 188 |
|
|
2015
Q4 | $119K | Sell |
1,590
-30
| -2% | -$2.24K | 0.02% | 200 |
|
|
2015
Q3 | $115K | Buy |
1,620
+700
| +76% | +$51K | 0.02% | 219 |
|
|
2015
Q2 | $65.6K | Hold |
920
| – | – | 0.01% | 251 |
|
|
2015
Q1 | $73K | Buy |
920
+100
| +12% | +$8K | 0.02% | 233 |
|
|
2014
Q4 | $63K | Buy |
820
+320
| +64% | +$23.9K | 0.01% | 229 |
|
|
2014
Q3 | $34.6K | Hold |
500
| – | – | 0.01% | 269 |
|
|
2014
Q2 | $35.9K | Buy |
500
+200
| +67% | +$14.1K | 0.01% | 261 |
|
|
2014
Q1 | $20.3K | Buy |
300
+200
| +200% | +$13.3K | 0.01% | 279 |
|
|
2013
Q4 | $6.31K | Hold |
100
| – | – | ﹤0.01% | 304 |
|
|
2013
Q3 | $6.38K | Hold |
100
| – | – | ﹤0.01% | 281 |
|
|
2013
Q2 | $6.64K | Buy |
+100
| New | +$7.07K | ﹤0.01% | 267 |
|
Other funds holding IYR
WI
CBU
IMPI
