Cozad 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
Q3 | $265K | Hold |
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|
2025
Q2 | $258K | Hold |
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|
2025
Q1 | $261K | Sell |
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|
2024
Q4 | $303K | Hold |
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|
2024
Q3 | $332K | Hold |
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|
2024
Q2 | $286K | Sell |
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|
2024
Q1 | $339K | Hold |
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|
2023
Q4 | $344K | Hold |
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|
2023
Q3 | $294K | Hold |
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|
2023
Q2 | $326K | Buy |
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|
2023
Q1 | $310K | Hold |
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|
2022
Q4 | $307K | Hold |
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|
2022
Q3 | $297K | Buy |
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|
2022
Q2 | $325K | Hold |
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|
2022
Q1 | $382K | Buy |
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|
2021
Q4 | $379K | Hold |
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|
2021
Q3 | $334K | Hold |
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|
2021
Q2 | $332K | Hold |
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|
2021
Q1 | $300K | Hold |
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|
2020
Q4 | $279K | Hold |
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|
2020
Q3 | $260K | Sell |
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|
2020
Q2 | $266K | Hold |
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|
2020
Q1 | $235K | Sell |
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|
2019
Q4 | $378K | Hold |
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|
2019
Q3 | $380K | Hold |
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|
2019
Q2 | $354K | Buy |
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|
2019
Q1 | $350K | Hold |
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|
2018
Q4 | $301K | Hold |
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|
2018
Q3 | $322K | Hold |
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|
2018
Q2 | $324K | Buy |
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