Cardiff Park Advisors’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 | $8.05K | Hold |
85
| – | – | ﹤0.01% | 336 |
|
2025
Q1 | $8.14K | Hold |
85
| – | – | ﹤0.01% | 335 |
|
2024
Q4 | $7.88K | Buy |
85
+1
| +1% | +$93 | ﹤0.01% | 324 |
|
2024
Q3 | $8.55K | Buy |
84
+1
| +1% | +$102 | ﹤0.01% | 325 |
|
2024
Q2 | $7.31K | Hold |
83
| – | – | ﹤0.01% | 320 |
|
2024
Q1 | $7.44K | Sell |
83
-548
| -87% | -$49.1K | ﹤0.01% | 339 |
|
2023
Q4 | $57.7K | Buy |
631
+12
| +2% | +$1.1K | 0.01% | 282 |
|
2023
Q3 | $48.4K | Hold |
619
| – | – | 0.01% | 269 |
|
2023
Q2 | $53.6K | Buy |
619
+3
| +0.5% | +$260 | 0.01% | 282 |
|
2023
Q1 | $52.3K | Buy |
616
+3
| +0.5% | +$255 | 0.01% | 276 |
|
2022
Q4 | $51.6K | Buy |
613
+12
| +2% | +$1.01K | 0.01% | 276 |
|
2022
Q3 | $49K | Buy |
601
+1
| +0.2% | +$82 | 0.01% | 279 |
|
2022
Q2 | $55K | Buy |
600
+2
| +0.3% | +$183 | 0.01% | 278 |
|
2022
Q1 | $65K | Buy |
598
+2
| +0.3% | +$217 | 0.01% | 277 |
|
2021
Q4 | $69K | Buy |
+596
| New | +$69K | 0.01% | 269 |
|