CarsonAllaria Wealth Management’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 | $4.48M | Buy |
47,236
+15
| +0% | +$1.42K | 2.4% | 14 |
|
|
2025
Q1 | $4.52M | Sell |
47,221
-4,055
| -8% | -$388K | 2.62% | 13 |
|
|
2024
Q4 | $4.77M | Sell |
51,276
-582
| -1% | -$54.2K | 2.73% | 11 |
|
|
2024
Q3 | $5.28M | Buy |
51,858
+1,396
| +3% | +$142K | 3.03% | 9 |
|
|
2024
Q2 | $4.43M | Buy |
50,462
+4,971
| +11% | +$436K | 2.71% | 11 |
|
|
2024
Q1 | $4.09M | Buy |
45,491
+6,346
| +16% | +$571K | 2.57% | 12 |
|
|
2023
Q4 | $3.58M | Buy |
39,145
+3,878
| +11% | +$354K | 2.56% | 14 |
|
|
2023
Q3 | $2.76M | Buy |
35,267
+1,788
| +5% | +$140K | 2.24% | 15 |
|
|
2023
Q2 | $2.9M | Buy |
33,479
+1,461
| +5% | +$126K | 2.28% | 14 |
|
|
2023
Q1 | $2.72M | Buy |
32,018
+2,863
| +10% | +$243K | 2.29% | 14 |
|
|
2022
Q4 | $2.46M | Buy |
29,155
+340
| +1% | +$28.6K | 2.15% | 14 |
|
|
2022
Q3 | $2.35M | Buy |
28,815
+2,490
| +9% | +$203K | 2.18% | 14 |
|
|
2022
Q2 | $2.42M | Buy |
26,325
+1,038
| +4% | +$95.5K | 2.26% | 14 |
|
|
2022
Q1 | $2.74M | Buy |
25,287
+3,533
| +16% | +$382K | 2.45% | 13 |
|
|
2021
Q4 | $2.53M | Buy |
+21,754
| New | +$2.53M | 2.23% | 17 |
|