Crewe Advisors’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 | $14.2K | Hold |
150
| – | – | ﹤0.01% | 415 |
|
|
2025
Q1 | $14.4K | Hold |
150
| – | – | ﹤0.01% | 387 |
|
|
2024
Q4 | $14K | Hold |
150
| – | – | ﹤0.01% | 394 |
|
|
2024
Q3 | $15.3K | Buy |
+150
| New | +$15.3K | ﹤0.01% | 431 |
|
|
2022
Q4 | – | Sell |
-500
| Closed | -$41K | – | 1152 |
|
|
2022
Q3 | $41K | Sell |
500
-500
| -50% | -$41K | 0.01% | 337 |
|
|
2022
Q2 | $92K | Buy |
+1,000
| New | +$92K | 0.02% | 219 |
|
|
2020
Q4 | – | Sell |
-815
| Closed | -$65K | – | 556 |
|
|
2020
Q3 | $65K | Buy |
+815
| New | +$65K | 0.03% | 106 |
|
|
2020
Q2 | – | Sell |
-200
| Closed | -$14K | – | 221 |
|
|
2020
Q1 | $14K | Hold |
200
| – | – | 0.01% | 133 |
|
|
2019
Q4 | $19K | Hold |
200
| – | – | 0.01% | 156 |
|
|
2019
Q3 | $19K | Hold |
200
| – | – | 0.01% | 160 |
|
|
2019
Q2 | $17K | Hold |
200
| – | – | 0.01% | 194 |
|
|
2019
Q1 | $17K | Hold |
200
| – | – | 0.01% | 164 |
|
|
2018
Q4 | $15K | Hold |
200
| – | – | ﹤0.01% | 168 |
|
|
2018
Q3 | $16K | Hold |
200
| – | – | 0.01% | 181 |
|
|
2018
Q2 | $16K | Hold |
200
| – | – | 0.01% | 191 |
|
|
2018
Q1 | $15K | Hold |
200
| – | – | 0.01% | 204 |
|
|
2017
Q4 | $16K | Buy |
+200
| New | +$16K | 0.02% | 203 |
|