Centaurus Financial’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 | $1.04M | Buy |
10,946
+37
| +0.3% | +$3.51K | 0.06% | 298 |
|
|
2025
Q1 | $1.05M | Sell |
10,909
-40,571
| -79% | -$3.89M | 0.06% | 272 |
|
|
2024
Q4 | $4.79M | Buy |
+51,480
| New | +$4.79M | 0.29% | 75 |
|
|
2022
Q2 | – | Sell |
-2,690
| Closed | -$291K | – | 878 |
|
|
2022
Q1 | $291K | Sell |
2,690
-641
| -19% | -$69.3K | 0.02% | 554 |
|
|
2021
Q4 | $387K | Sell |
3,331
-6,807
| -67% | -$791K | 0.03% | 508 |
|
|
2021
Q3 | $1.04M | Buy |
+10,138
| New | +$1.04M | 0.09% | 266 |
|
|
2020
Q1 | – | Sell |
-5,949
| Closed | -$554K | – | 583 |
|
|
2019
Q4 | $554K | Buy |
5,949
+953
| +19% | +$88.7K | 0.08% | 285 |
|
|
2019
Q3 | $467K | Buy |
+4,996
| New | +$467K | 0.07% | 281 |
|
|
2019
Q1 | – | Sell |
-1,217
| Closed | -$16 | – | 565 |
|
|
2018
Q4 | $16 | Buy |
1,217
+1,212
| +24,240% | +$16 | 0.11% | 145 |
|
|
2018
Q3 | $376 | Buy |
+5
| New | +$376 | 0.07% | 277 |
|