Commonwealth Equity Services’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 | $3.87M | Sell |
40,950
-9,064
| -18% | -$881K | 0.01% | 1525 |
|
|
2025
Q4 | $4.7M | Sell |
50,014
-5,682
| -10% | -$542K | 0.01% | 1368 |
|
|
2025
Q3 | $5.41M | Sell |
55,696
-4,305
| -7% | -$414K | 0.01% | 1288 |
|
|
2025
Q2 | $5.69M | Sell |
60,001
-4,540
| -7% | -$424K | 0.01% | 1238 |
|
|
2025
Q1 | $6.18M | Sell |
64,541
-11,131
| -15% | -$1.06M | 0.01% | 1151 |
|
|
2024
Q4 | $7.04M | Buy |
75,672
+22,299
| +42% | +$2.2M | 0.01% | 1024 |
|
|
2024
Q3 | $5.44M | Sell |
53,373
-4,926
| -8% | -$474K | 0.01% | 1171 |
|
|
2024
Q2 | $5.12M | Sell |
58,299
-6,877
| -11% | -$590K | 0.01% | 1174 |
|
|
2024
Q1 | $5.86M | Buy |
65,176
+3,918
| +6% | +$346K | 0.01% | 1075 |
|
|
2023
Q4 | $5.6M | Sell |
61,258
-22,254
| -27% | -$1.82M | 0.01% | 1041 |
|
|
2023
Q3 | $6.53M | Buy |
83,512
+15,766
| +23% | +$1.34M | 0.01% | 878 |
|
|
2023
Q2 | $5.86M | Sell |
67,746
-33,252
| -33% | -$2.79M | 0.01% | 946 |
|
|
2023
Q1 | $8.57K | Buy |
100,998
+6,519
| +7% | +$570K | 0.02% | 740 |
|
|
2022
Q4 | $7.95M | Sell |
94,479
-2,155
| -2% | -$181K | 0.02% | 736 |
|
|
2022
Q3 | $7.87M | Sell |
96,634
-8,254
| -8% | -$781K | 0.02% | 675 |
|
|
2022
Q2 | $9.65M | Buy |
104,888
+15,692
| +18% | +$1.56M | 0.03% | 596 |
|
|
2022
Q1 | $9.65M | Buy |
89,196
+7,249
| +9% | +$765K | 0.02% | 638 |
|
|
2021
Q4 | $9.52M | Buy |
81,947
+7,323
| +10% | +$802K | 0.02% | 620 |
|
|
2021
Q3 | $7.64M | Sell |
74,624
-11,667
| -14% | -$1.24M | 0.02% | 667 |
|
|
2021
Q2 | $8.8M | Buy |
86,291
+4,358
| +5% | +$433K | 0.02% | 606 |
|
|
2021
Q1 | $7.53M | Sell |
81,933
-23,769
| -22% | -$2.09M | 0.02% | 607 |
|
|
2020
Q4 | $9.05M | Buy |
105,702
+22,441
| +27% | +$1.87M | 0.03% | 506 |
|
|
2020
Q3 | $6.65M | Sell |
83,261
-10,911
| -12% | -$881K | 0.02% | 559 |
|
|
2020
Q2 | $7.42M | Sell |
94,172
-7,707
| -8% | -$584K | 0.03% | 499 |
|
|
2020
Q1 | $7.09M | Buy |
101,879
+8,623
| +9% | +$763K | 0.03% | 446 |
|
|
2019
Q4 | $8.68M | Buy |
93,256
+9,046
| +11% | +$839K | 0.03% | 457 |
|
|
2019
Q3 | $7.88M | Sell |
84,210
-1,940
| -2% | -$177K | 0.03% | 451 |
|
|
2019
Q2 | $7.52M | Buy |
86,150
+4,339
| +5% | +$380K | 0.03% | 446 |
|
|
2019
Q1 | $7.12M | Buy |
81,811
+7,053
| +9% | +$583K | 0.03% | 444 |
|
|
2018
Q4 | $5.6M | Sell |
74,758
-1,481
| -2% | -$116K | 0.03% | 472 |
|
|
2018
Q3 | $6.1M | Sell |
76,239
-5,598
| -7% | -$456K | 0.03% | 465 |
|
|
2018
Q2 | $6.59M | Buy |
81,837
+2,812
| +4% | +$217K | 0.03% | 417 |
|
|
2018
Q1 | $5.96M | Sell |
79,025
-11,501
| -13% | -$873K | 0.03% | 427 |
|
|
2017
Q4 | $7.33M | Sell |
90,526
-5,804
| -6% | -$471K | 0.04% | 376 |
|
|
2017
Q3 | $7.7M | Buy |
96,330
+8,413
| +10% | +$676K | 0.05% | 337 |
|
|
2017
Q2 | $7.01M | Buy |
87,917
+2,391
| +3% | +$190K | 0.04% | 340 |
|
|
2017
Q1 | $6.71M | Buy |
85,526
+3,562
| +4% | +$278K | 0.04% | 340 |
|
|
2016
Q4 | $6.31M | Sell |
81,964
-31,298
| -28% | -$2.38M | 0.05% | 332 |
|
|
2016
Q3 | $9.13M | Buy |
113,262
+23,296
| +26% | +$1.93M | 0.07% | 248 |
|
|
2016
Q2 | $7.41M | Sell |
89,966
-3,120
| -3% | -$245K | 0.06% | 273 |
|
|
2016
Q1 | $7.25M | Sell |
93,086
-7,395
| -7% | -$537K | 0.06% | 275 |
|
|
2015
Q4 | $7.54M | Buy |
100,481
+10,509
| +12% | +$785K | 0.07% | 255 |
|
|
2015
Q3 | $6.38M | Sell |
89,972
-42,035
| -32% | -$3.06M | 0.07% | 269 |
|
|
2015
Q2 | $9.41M | Sell |
132,007
-100,782
| -43% | -$7.64M | 0.09% | 211 |
|
|
2015
Q1 | $18.5M | Buy |
232,789
+122,615
| +111% | +$9.81M | 0.19% | 107 |
|
|
2014
Q4 | $8.47M | Sell |
110,174
-30,713
| -22% | -$2.3M | 0.09% | 205 |
|
|
2014
Q3 | $9.75M | Sell |
140,887
-40,042
| -22% | -$2.9M | 0.12% | 166 |
|
|
2014
Q2 | $13M | Buy |
180,929
+99,504
| +122% | +$7.01M | 0.16% | 124 |
|
|
2014
Q1 | $5.51M | Buy |
81,425
+3,012
| +4% | +$200K | 0.08% | 246 |
|
|
2013
Q4 | $4.95M | Buy |
78,413
+5,680
| +8% | +$366K | 0.07% | 262 |
|
|
2013
Q3 | $4.64M | Sell |
72,733
-12,726
| -15% | -$831K | 0.08% | 249 |
|
|
2013
Q2 | $5.68M | Buy |
+85,459
| New | +$6.04M | 0.1% | 188 |
|
Other funds holding IYR
WI
CBU
IMPI
