Covenant Asset Management’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
Q2 | $650K | Sell |
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|
2025
Q1 | $677K | Sell |
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|
2024
Q4 | $669K | Sell |
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|
2024
Q3 | $737K | Hold |
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|
2024
Q2 | $635K | Sell |
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|
2024
Q1 | $670K | Sell |
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|
2023
Q4 | $724K | Buy |
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|
2023
Q3 | $562K | Sell |
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|
2023
Q2 | $645K | Sell |
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|
2023
Q1 | $642K | Sell |
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|
2022
Q4 | $656K | Hold |
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|
2022
Q3 | $634K | Hold |
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|
2022
Q2 | $716K | Sell |
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|
2022
Q1 | $859K | Hold |
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|
2021
Q4 | $922K | Hold |
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|
2021
Q3 | $812K | Hold |
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|
2021
Q2 | $809K | Hold |
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|
2021
Q1 | $730K | Sell |
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|
2020
Q4 | $685K | Hold |
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|
2020
Q3 | $638K | Hold |
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|
2020
Q2 | $630K | Sell |
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|
2020
Q1 | $590K | Sell |
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|
2019
Q4 | $813K | Buy |
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|
2019
Q3 | $813K | Buy |
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|
2019
Q2 | $753K | Hold |
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|
2019
Q1 | $751K | Sell |
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|
2018
Q4 | $713K | Hold |
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|
2018
Q3 | $713K | Hold |
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|
2018
Q2 | $718K | Hold |
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|
2018
Q1 | $672K | Sell |
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|
2017
Q4 | $746K | Hold |
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|
2017
Q3 | $735K | Buy |
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|
2017
Q2 | $726K | Hold |
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|
2017
Q1 | $715K | Sell |
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|
2016
Q4 | $799K | Buy |
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