Corient Private Wealth’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 | $1.37M | Sell |
31,862
-11,976
| -27% | -$516K | ﹤0.01% | 1275 |
|
|
2025
Q1 | $4.2M | Sell |
43,838
-2,949
| -6% | -$282K | 0.01% | 730 |
|
|
2024
Q4 | $4.35M | Sell |
46,787
-5,058
| -10% | -$471K | 0.01% | 745 |
|
|
2024
Q3 | $3.63M | Buy |
51,845
+4,659
| +10% | +$326K | 0.01% | 830 |
|
|
2024
Q2 | $4.14M | Sell |
47,186
-333,959
| -88% | -$29.3M | 0.01% | 759 |
|
|
2024
Q1 | $34.3M | Sell |
381,145
-1,194
| -0.3% | -$107K | 0.06% | 288 |
|
|
2023
Q4 | $34.9M | Buy |
382,339
+172,276
| +82% | +$15.7M | 0.06% | 283 |
|
|
2023
Q3 | $16.4M | Sell |
210,063
-17,479
| -8% | -$1.37M | 0.04% | 389 |
|
|
2023
Q2 | $19.7M | Sell |
227,542
-18,229
| -7% | -$1.58M | 0.05% | 342 |
|
|
2023
Q1 | $20.9M | Sell |
245,771
-51,021
| -17% | -$4.33M | 0.06% | 303 |
|
|
2022
Q4 | $26.3M | Buy |
+296,792
| New | +$26.3M | 0.1% | 228 |
|