Clearstead Advisors’s iShares US Real Estate ETF IYR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $215K | Buy |
2,277
+5
| +0.2% | +$486 | ﹤0.01% | 980 |
|
|
2025
Q4 | $213K | Sell |
2,272
-82
| -3% | -$7.82K | ﹤0.01% | 925 |
|
|
2025
Q3 | $228K | Buy |
2,354
+13
| +0.6% | +$1.25K | ﹤0.01% | 850 |
|
|
2025
Q2 | $222K | Sell |
2,341
-1,785
| -43% | -$167K | ﹤0.01% | 867 |
|
|
2025
Q1 | $395K | Sell |
4,126
-238
| -5% | -$22.6K | 0.01% | 639 |
|
|
2024
Q4 | $406K | Buy |
4,364
+34
| +0.8% | +$3.35K | 0.01% | 633 |
|
|
2024
Q3 | $441K | Sell |
4,330
-108
| -2% | -$10.4K | 0.01% | 605 |
|
|
2024
Q2 | $389K | Buy |
4,438
+426
| +11% | +$36.5K | 0.01% | 601 |
|
|
2024
Q1 | $347K | Buy |
4,012
+15
| +0.4% | +$1.33K | 0.02% | 375 |
|
|
2023
Q4 | $365K | Sell |
3,997
-3,839
| -49% | -$314K | 0.02% | 366 |
|
|
2023
Q3 | $612K | Buy |
7,836
+3,918
| +100% | +$334K | 0.02% | 373 |
|
|
2023
Q2 | $339K | Buy |
3,918
+18
| +0.5% | +$1.51K | 0.02% | 346 |
|
|
2023
Q1 | $331K | Buy |
3,900
+22
| +0.6% | +$1.92K | 0.02% | 324 |
|
|
2022
Q4 | $327K | Buy |
3,878
+34
| +0.9% | +$2.85K | 0.03% | 315 |
|
|
2022
Q3 | $313K | Buy |
3,844
+41
| +1% | +$3.88K | 0.03% | 298 |
|
|
2022
Q2 | $350K | Buy |
3,803
+15
| +0.4% | +$1.5K | 0.03% | 292 |
|
|
2022
Q1 | $410K | Buy |
3,788
+15
| +0.4% | +$1.58K | 0.03% | 292 |
|
|
2021
Q4 | $438K | Buy |
3,773
+39
| +1% | +$4.27K | 0.03% | 272 |
|
|
2021
Q3 | $382K | Sell |
3,734
-40
| -1% | -$4.26K | 0.03% | 275 |
|
|
2021
Q2 | $385K | Buy |
3,774
+19
| +0.5% | +$1.89K | 0.03% | 257 |
|
|
2021
Q1 | $345K | Buy |
3,755
+18
| +0.5% | +$1.58K | 0.03% | 262 |
|
|
2020
Q4 | $320K | Sell |
3,737
-3,008
| -45% | -$250K | 0.03% | 257 |
|
|
2020
Q3 | $539K | Buy |
6,745
+3,057
| +83% | +$247K | 0.06% | 175 |
|
|
2020
Q2 | $291K | Buy |
3,688
+24
| +0.7% | +$1.82K | 0.03% | 227 |
|
|
2020
Q1 | $255K | Buy |
3,664
+31
| +0.9% | +$2.74K | 0.04% | 213 |
|
|
2019
Q4 | $338K | Buy |
3,633
+36
| +1% | +$3.34K | 0.04% | 213 |
|
|
2019
Q3 | $336K | Buy |
3,597
+25
| +0.7% | +$2.28K | 0.05% | 207 |
|
|
2019
Q2 | $312K | Buy |
3,572
+27
| +0.8% | +$2.36K | 0.04% | 214 |
|
|
2019
Q1 | $309K | Buy |
3,545
+25
| +0.7% | +$2.07K | 0.04% | 204 |
|
|
2018
Q4 | $264K | Buy |
3,520
+55
| +2% | +$4.32K | 0.04% | 211 |
|
|
2018
Q3 | $277K | Buy |
3,465
+33
| +1% | +$2.69K | 0.04% | 201 |
|
|
2018
Q2 | $277K | Hold |
3,432
| – | – | 0.04% | 198 |
|
|
2018
Q1 | $259K | Buy |
3,432
+29
| +0.9% | +$2.2K | 0.04% | 199 |
|
|
2017
Q4 | $276K | Buy |
3,403
+37
| +1% | +$3K | 0.04% | 190 |
|
|
2017
Q3 | $269K | Sell |
3,366
-96
| -3% | -$7.71K | 0.04% | 209 |
|
|
2017
Q2 | $276K | Buy |
3,462
+30
| +0.9% | +$2.39K | 0.04% | 196 |
|
|
2017
Q1 | $269K | Buy |
3,432
+32
| +0.9% | +$2.5K | 0.04% | 190 |
|
|
2016
Q4 | $262K | Buy |
+3,400
| New | +$258K | 0.04% | 180 |
|
Other funds holding IYR
WI
CBU
IMPI
