Concourse Financial Group Securities’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $50.7K | Sell |
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|
2024
Q3 | $57.5K | Buy |
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|
2024
Q2 | $42.5K | Hold |
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|
2024
Q1 | $43.5K | Buy |
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|
2023
Q4 | $43.4K | Buy |
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|
2023
Q3 | $21.7K | Buy |
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|
2023
Q2 | $6.49K | Sell |
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|
2023
Q1 | $8.49K | Sell |
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|
2022
Q4 | $37.5K | Sell |
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|
2022
Q3 | $54K | Sell |
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|
2022
Q2 | $74K | Sell |
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|
2022
Q1 | $235K | Sell |
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|
2021
Q4 | $348K | Sell |
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|
2021
Q3 | $312K | Buy |
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|
2021
Q2 | $117K | Sell |
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|
2021
Q1 | $106K | Sell |
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|
2020
Q4 | $101K | Sell |
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|
2020
Q3 | $110K | Hold |
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|
2020
Q2 | $108K | Sell |
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|
2020
Q1 | $155K | Buy |
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|
2019
Q4 | $92K | Sell |
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|
2019
Q3 | $100K | Sell |
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|
2019
Q2 | $559K | Buy |
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|
2019
Q1 | $554K | Sell |
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|
2018
Q4 | $837K | Buy |
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|
2018
Q3 | $678K | Buy |
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