Courier Capital’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 | $5.06M | Buy |
53,420
+692
| +1% | +$65.6K | 0.31% | 84 |
|
|
2025
Q1 | $5.05M | Buy |
52,728
+783
| +2% | +$75K | 0.33% | 79 |
|
|
2024
Q4 | $4.83M | Buy |
51,945
+254
| +0.5% | +$23.6K | 0.33% | 77 |
|
|
2024
Q3 | $5.27M | Buy |
51,691
+407
| +0.8% | +$41.5K | 0.36% | 69 |
|
|
2024
Q2 | $4.5M | Sell |
51,284
-213
| -0.4% | -$18.7K | 0.36% | 63 |
|
|
2024
Q1 | $4.63M | Sell |
51,497
-98
| -0.2% | -$8.81K | 0.33% | 71 |
|
|
2023
Q4 | $4.72M | Buy |
51,595
+153
| +0.3% | +$14K | 0.36% | 68 |
|
|
2023
Q3 | $4.02M | Sell |
51,442
-279
| -0.5% | -$21.8K | 0.33% | 71 |
|
|
2023
Q2 | $4.48M | Buy |
51,721
+612
| +1% | +$53K | 0.35% | 66 |
|
|
2023
Q1 | $4.34M | Buy |
51,109
+1,172
| +2% | +$99.5K | 0.48% | 49 |
|
|
2022
Q4 | $4.2M | Buy |
49,937
+1,690
| +4% | +$142K | 0.48% | 52 |
|
|
2022
Q3 | $3.93M | Buy |
48,247
+234
| +0.5% | +$19.1K | 0.49% | 54 |
|
|
2022
Q2 | $4.42M | Buy |
48,013
+992
| +2% | +$91.2K | 0.52% | 50 |
|
|
2022
Q1 | $5.09M | Buy |
47,021
+537
| +1% | +$58.1K | 0.51% | 51 |
|
|
2021
Q4 | $5.4M | Buy |
46,484
+358
| +0.8% | +$41.6K | 0.5% | 49 |
|
|
2021
Q3 | $4.72M | Sell |
46,126
-1,082
| -2% | -$111K | 0.45% | 52 |
|
|
2021
Q2 | $4.81M | Buy |
47,208
+268
| +0.6% | +$27.3K | 0.46% | 49 |
|
|
2021
Q1 | $4.32M | Buy |
46,940
+1,281
| +3% | +$118K | 0.44% | 53 |
|
|
2020
Q4 | $3.91M | Buy |
45,659
+1,239
| +3% | +$106K | 0.42% | 55 |
|
|
2020
Q3 | $3.6M | Sell |
44,420
-12,149
| -21% | -$984K | 0.43% | 55 |
|
|
2020
Q2 | $4.54M | Buy |
56,569
+483
| +0.9% | +$38.8K | 0.58% | 37 |
|
|
2020
Q1 | $4.04M | Buy |
56,086
+3,477
| +7% | +$250K | 0.6% | 37 |
|
|
2019
Q4 | $4.85M | Buy |
52,609
+842
| +2% | +$77.6K | 0.57% | 43 |
|
|
2019
Q3 | $4.82M | Sell |
51,767
-277
| -0.5% | -$25.8K | 0.63% | 39 |
|
|
2019
Q2 | $4.54M | Buy |
52,044
+393
| +0.8% | +$34.3K | 0.58% | 41 |
|
|
2019
Q1 | $4.5M | Buy |
51,651
+148
| +0.3% | +$12.9K | 0.58% | 41 |
|
|
2018
Q4 | $3.86M | Buy |
51,503
+243
| +0.5% | +$18.2K | 0.57% | 46 |
|
|
2018
Q3 | $4.1M | Buy |
51,260
+543
| +1% | +$43.5K | 0.5% | 50 |
|
|
2018
Q2 | $4.09M | Buy |
50,717
+88
| +0.2% | +$7.09K | 0.53% | 50 |
|
|
2018
Q1 | $3.82M | Sell |
50,629
-331
| -0.6% | -$25K | 0.5% | 51 |
|
|
2017
Q4 | $4.13M | Buy |
+50,960
| New | +$4.13M | 0.53% | 51 |
|
|
2017
Q3 | – | Sell |
-52,807
| Closed | -$4.21M | – | 293 |
|
|
2017
Q2 | $4.21M | Sell |
52,807
-79
| -0.1% | -$6.3K | 0.72% | 29 |
|
|
2017
Q1 | $4.15M | Buy |
52,886
+280
| +0.5% | +$22K | 0.73% | 28 |
|
|
2016
Q4 | $4.05M | Buy |
52,606
+684
| +1% | +$52.6K | 0.77% | 26 |
|
|
2016
Q3 | $4.19M | Buy |
51,922
+54
| +0.1% | +$4.36K | 0.83% | 25 |
|
|
2016
Q2 | $4.27M | Buy |
51,868
+1,200
| +2% | +$98.9K | 0.85% | 25 |
|
|
2016
Q1 | $3.95M | Buy |
50,668
+1,812
| +4% | +$141K | 0.82% | 25 |
|
|
2015
Q4 | $3.67M | Buy |
48,856
+725
| +2% | +$54.4K | 0.79% | 26 |
|
|
2015
Q3 | $3.42M | Sell |
48,131
-310
| -0.6% | -$22K | 0.75% | 28 |
|
|
2015
Q2 | $3.45M | Buy |
48,441
+577
| +1% | +$41.1K | 0.7% | 29 |
|
|
2015
Q1 | $3.8M | Buy |
47,864
+98
| +0.2% | +$7.77K | 0.75% | 28 |
|
|
2014
Q4 | $3.67M | Buy |
47,766
+1,294
| +3% | +$99.4K | 0.74% | 30 |
|
|
2014
Q3 | $3.22M | Buy |
46,472
+822
| +2% | +$56.9K | 0.65% | 35 |
|
|
2014
Q2 | $3.28M | Buy |
45,650
+716
| +2% | +$51.4K | 0.65% | 36 |
|
|
2014
Q1 | $3.04M | Buy |
44,934
+5,062
| +13% | +$343K | 0.63% | 39 |
|
|
2013
Q4 | $2.52M | Buy |
39,872
+232
| +0.6% | +$14.6K | 0.54% | 46 |
|
|
2013
Q3 | $2.53M | Buy |
39,640
+2,241
| +6% | +$143K | 0.58% | 40 |
|
|
2013
Q2 | $2.48M | Buy |
+37,399
| New | +$2.48M | 0.62% | 42 |
|