Checchi Capital 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 | $2.76M | Sell |
29,136
-6,247
| -18% | -$592K | 0.15% | 101 |
|
2025
Q1 | $3.39M | Sell |
35,383
-3,574
| -9% | -$342K | 0.18% | 93 |
|
2024
Q4 | $3.63M | Buy |
38,957
+8,664
| +29% | +$806K | 0.21% | 81 |
|
2024
Q3 | $3.09M | Sell |
30,293
-415
| -1% | -$42.3K | 0.17% | 87 |
|
2024
Q2 | $2.69M | Sell |
30,708
-69
| -0.2% | -$6.05K | 0.14% | 94 |
|
2024
Q1 | $2.77M | Buy |
30,777
+6,871
| +29% | +$618K | 0.22% | 93 |
|
2023
Q4 | $2.19M | Buy |
23,906
+164
| +0.7% | +$15K | 0.18% | 103 |
|
2023
Q3 | $1.86M | Hold |
23,742
| – | – | 0.17% | 107 |
|
2023
Q2 | $2.05M | Hold |
23,742
| – | – | 0.18% | 101 |
|
2023
Q1 | $2.02M | Buy |
+23,742
| New | +$2.02M | 0.19% | 100 |
|