Commonwealth Equity Services’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
$5.69M Sell
60,001
-4,540
-7% -$430K 0.01% 1238
2025
Q1
$6.18M Sell
64,541
-11,131
-15% -$1.07M 0.01% 1151
2024
Q4
$7.04M Buy
75,672
+22,299
+42% +$2.08M 0.01% 1024
2024
Q3
$5.44M Sell
53,373
-4,926
-8% -$502K 0.01% 1171
2024
Q2
$5.12M Sell
58,299
-6,877
-11% -$603K 0.01% 1174
2024
Q1
$5.86M Buy
65,176
+3,918
+6% +$352K 0.01% 1075
2023
Q4
$5.6M Sell
61,258
-22,254
-27% -$2.03M 0.01% 1041
2023
Q3
$6.53M Buy
83,512
+15,766
+23% +$1.23M 0.01% 878
2023
Q2
$5.86M Sell
67,746
-33,252
-33% -$2.88M 0.01% 946
2023
Q1
$8.57K Buy
100,998
+6,519
+7% +$553 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% -$672K 0.02% 675
2022
Q2
$9.65M Buy
104,888
+15,692
+18% +$1.44M 0.03% 596
2022
Q1
$9.65M Buy
89,196
+7,249
+9% +$784K 0.02% 638
2021
Q4
$9.52M Buy
81,947
+7,323
+10% +$850K 0.02% 620
2021
Q3
$7.64M Sell
74,624
-11,667
-14% -$1.19M 0.02% 667
2021
Q2
$8.8M Buy
86,291
+4,358
+5% +$444K 0.02% 606
2021
Q1
$7.53M Sell
81,933
-23,769
-22% -$2.19M 0.02% 607
2020
Q4
$9.05M Buy
105,702
+22,441
+27% +$1.92M 0.03% 506
2020
Q3
$6.65M Sell
83,261
-10,911
-12% -$871K 0.02% 559
2020
Q2
$7.42M Sell
94,172
-7,707
-8% -$607K 0.03% 499
2020
Q1
$7.09M Buy
101,879
+8,623
+9% +$600K 0.03% 446
2019
Q4
$8.68M Buy
93,256
+9,046
+11% +$842K 0.03% 457
2019
Q3
$7.88M Sell
84,210
-1,940
-2% -$181K 0.03% 451
2019
Q2
$7.52M Buy
86,150
+4,339
+5% +$379K 0.03% 446
2019
Q1
$7.12M Buy
81,811
+7,053
+9% +$614K 0.03% 444
2018
Q4
$5.6M Sell
74,758
-1,481
-2% -$111K 0.03% 472
2018
Q3
$6.1M Sell
76,239
-5,598
-7% -$448K 0.03% 465
2018
Q2
$6.59M Buy
81,837
+2,812
+4% +$227K 0.03% 417
2018
Q1
$5.96M Sell
79,025
-11,501
-13% -$868K 0.03% 427
2017
Q4
$7.33M Sell
90,526
-5,804
-6% -$470K 0.04% 376
2017
Q3
$7.7M Buy
96,330
+8,413
+10% +$672K 0.05% 337
2017
Q2
$7.01M Buy
87,917
+2,391
+3% +$191K 0.04% 340
2017
Q1
$6.71M Buy
85,526
+3,562
+4% +$280K 0.04% 340
2016
Q4
$6.31M Sell
81,964
-31,298
-28% -$2.41M 0.05% 332
2016
Q3
$9.13M Buy
113,262
+23,296
+26% +$1.88M 0.07% 248
2016
Q2
$7.41M Sell
89,966
-3,120
-3% -$257K 0.06% 273
2016
Q1
$7.25M Sell
93,086
-7,395
-7% -$576K 0.06% 275
2015
Q4
$7.54M Buy
100,481
+10,509
+12% +$789K 0.07% 255
2015
Q3
$6.38M Sell
89,972
-42,035
-32% -$2.98M 0.07% 269
2015
Q2
$9.41M Sell
132,007
-100,782
-43% -$7.19M 0.09% 211
2015
Q1
$18.5M Buy
232,789
+122,615
+111% +$9.73M 0.19% 107
2014
Q4
$8.47M Sell
110,174
-30,713
-22% -$2.36M 0.09% 205
2014
Q3
$9.75M Sell
140,887
-40,042
-22% -$2.77M 0.12% 166
2014
Q2
$13M Buy
180,929
+99,504
+122% +$7.14M 0.16% 124
2014
Q1
$5.51M Buy
81,425
+3,012
+4% +$204K 0.08% 246
2013
Q4
$4.95M Buy
78,413
+5,680
+8% +$358K 0.07% 262
2013
Q3
$4.64M Sell
72,733
-12,726
-15% -$812K 0.08% 249
2013
Q2
$5.68M Buy
+85,459
New +$5.68M 0.1% 188