D.A. Davidson & Co’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 | $371K | Buy |
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|
2025
Q2 | $339K | Buy |
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|
2025
Q1 | $309K | Buy |
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|
2024
Q4 | $293K | Buy |
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|
2024
Q3 | $291K | Buy |
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|
2024
Q2 | $241K | Buy |
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|
2024
Q1 | $235K | Sell |
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|
2023
Q4 | $263K | Sell |
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|
2023
Q3 | $230K | Sell |
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|
2023
Q2 | $258K | Sell |
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|
2023
Q1 | $274K | Buy |
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|
2022
Q4 | $271K | Buy |
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|
2022
Q3 | $241K | Sell |
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|
2022
Q2 | $277K | Sell |
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|
2022
Q1 | $339K | Buy |
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|
2021
Q4 | $332K | Sell |
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|
2021
Q3 | $312K | Sell |
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|
2021
Q2 | $313K | Sell |
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|
2021
Q1 | $296K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $215K | Sell |
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|
2019
Q3 | $235K | Sell |
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|
2019
Q2 | $221K | Buy |
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|
2019
Q1 | $209K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $275K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $152K | Hold |
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|
2017
Q1 | $149K | Hold |
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|
2016
Q4 | $146K | Sell |
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|
2016
Q3 | $157K | Buy |
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|
2016
Q2 | $116K | Hold |
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|
2016
Q1 | $109K | Sell |
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|
2015
Q4 | $113K | Sell |
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|
2015
Q3 | $135K | Hold |
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|
2015
Q2 | $136K | Hold |
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|
2015
Q1 | $151K | Sell |
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|
2014
Q4 | $162K | Sell |
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|
2014
Q3 | $478K | Hold |
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|
2014
Q2 | $495K | Sell |
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|
2014
Q1 | $471K | Buy |
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|
2013
Q4 | $42K | Buy |
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|
2013
Q3 | $38K | Buy |
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|
2013
Q2 | $32K | Buy |
|