Cetera Investment Advisers’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 | $7.17M | Buy |
75,654
+38,401
| +103% | +$3.64M | 0.01% | 988 |
|
2025
Q1 | $3.57M | Sell |
37,253
-152,746
| -80% | -$14.6M | 0.01% | 1337 |
|
2024
Q4 | $17.7M | Buy |
189,999
+151,908
| +399% | +$14.1M | 0.04% | 468 |
|
2024
Q3 | $3.88M | Buy |
38,091
+5,848
| +18% | +$596K | 0.01% | 1152 |
|
2024
Q2 | $2.83M | Buy |
32,243
+1,036
| +3% | +$90.9K | 0.01% | 1315 |
|
2024
Q1 | $2.81M | Buy |
31,207
+25,024
| +405% | +$2.25M | 0.01% | 1328 |
|
2023
Q4 | $565K | Sell |
6,183
-3
| -0% | -$274 | ﹤0.01% | 1427 |
|
2023
Q3 | $483K | Sell |
6,186
-1,061
| -15% | -$82.9K | ﹤0.01% | 1442 |
|
2023
Q2 | $627K | Sell |
7,247
-406
| -5% | -$35.1K | 0.01% | 1312 |
|
2023
Q1 | $650K | Buy |
7,653
+321
| +4% | +$27.3K | 0.01% | 1269 |
|
2022
Q4 | $617K | Sell |
7,332
-529
| -7% | -$44.5K | 0.01% | 1260 |
|
2022
Q3 | $640K | Sell |
7,861
-1,319
| -14% | -$107K | 0.01% | 888 |
|
2022
Q2 | $844K | Sell |
9,180
-41,885
| -82% | -$3.85M | 0.01% | 862 |
|
2022
Q1 | $5.53M | Buy |
51,065
+10,922
| +27% | +$1.18M | 0.08% | 263 |
|
2021
Q4 | $4.66M | Buy |
40,143
+2,763
| +7% | +$321K | 0.07% | 293 |
|
2021
Q3 | $3.83M | Buy |
37,380
+536
| +1% | +$54.9K | 0.06% | 329 |
|
2021
Q2 | $3.76M | Buy |
36,844
+28,983
| +369% | +$2.95M | 0.06% | 337 |
|
2021
Q1 | $723K | Sell |
7,861
-673
| -8% | -$61.9K | 0.01% | 798 |
|
2020
Q4 | $731K | Buy |
8,534
+4,273
| +100% | +$366K | 0.01% | 789 |
|
2020
Q3 | $340K | Sell |
4,261
-280
| -6% | -$22.3K | 0.03% | 474 |
|
2020
Q2 | $358K | Sell |
4,541
-472
| -9% | -$37.2K | 0.03% | 429 |
|
2020
Q1 | $349K | Sell |
5,013
-1,041
| -17% | -$72.5K | 0.04% | 369 |
|
2019
Q4 | $567K | Buy |
6,054
+2,028
| +50% | +$190K | 0.06% | 318 |
|
2019
Q3 | $375K | Buy |
4,026
+822
| +26% | +$76.6K | 0.05% | 361 |
|
2019
Q2 | $282K | Buy |
+3,204
| New | +$282K | 0.04% | 399 |
|