Capital Investment Advisory Services’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 | $1.99K | Hold |
21
| – | – | ﹤0.01% | 1030 |
|
|
2025
Q1 | $2.01K | Sell |
21
-150
| -88% | -$14.4K | ﹤0.01% | 963 |
|
|
2024
Q4 | $15.9K | Hold |
171
| – | – | ﹤0.01% | 782 |
|
|
2024
Q3 | $17.4K | Hold |
171
| – | – | ﹤0.01% | 805 |
|
|
2024
Q2 | $15K | Sell |
171
-449
| -72% | -$39.4K | ﹤0.01% | 795 |
|
|
2024
Q1 | $55.7K | Buy |
620
+2
| +0.3% | +$180 | 0.01% | 640 |
|
|
2023
Q4 | $56.5K | Buy |
618
+9
| +1% | +$823 | 0.01% | 631 |
|
|
2023
Q3 | $47.6K | Hold |
609
| – | – | ﹤0.01% | 610 |
|
|
2023
Q2 | $52.7K | Buy |
609
+23
| +4% | +$1.99K | 0.01% | 597 |
|
|
2023
Q1 | $49.8K | Buy |
586
+2
| +0.3% | +$170 | 0.01% | 599 |
|
|
2022
Q4 | $49.1K | Buy |
584
+434
| +289% | +$36.5K | 0.01% | 617 |
|
|
2022
Q3 | $12K | Hold |
150
| – | – | ﹤0.01% | 679 |
|
|
2022
Q2 | $14K | Hold |
150
| – | – | ﹤0.01% | 693 |
|
|
2022
Q1 | $16K | Hold |
150
| – | – | ﹤0.01% | 711 |
|
|
2021
Q4 | $17K | Hold |
150
| – | – | ﹤0.01% | 688 |
|
|
2021
Q3 | $15K | Hold |
150
| – | – | ﹤0.01% | 653 |
|
|
2021
Q2 | $15K | Hold |
150
| – | – | ﹤0.01% | 681 |
|
|
2021
Q1 | $14K | Hold |
150
| – | – | ﹤0.01% | 635 |
|
|
2020
Q4 | $13K | Hold |
150
| – | – | ﹤0.01% | 602 |
|
|
2020
Q3 | $12K | Buy |
+150
| New | +$12K | ﹤0.01% | 536 |
|