Edgestream Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.17M | Buy |
12,366
+6,508
| +111% | +$632K | 0.04% | 604 |
|
|
2025
Q4 | $550K | Buy |
5,858
+2,514
| +75% | +$240K | 0.02% | 801 |
|
|
2025
Q3 | $325K | Buy |
+3,344
| New | +$322K | 0.01% | 790 |
|
|
2025
Q2 | – | Sell |
-2,411
| Closed | -$231K | – | 954 |
|
|
2025
Q1 | $231K | Buy |
+2,411
| New | +$229K | 0.01% | 791 |
|
|
2024
Q4 | – | Sell |
-4,994
| Closed | -$509K | – | 972 |
|
|
2024
Q3 | $509K | Buy |
+4,994
| New | +$481K | 0.02% | 698 |
|
|
2023
Q2 | – | Sell |
-7,090
| Closed | -$602K | – | 806 |
|
|
2023
Q1 | $602K | Buy |
+7,090
| New | +$620K | 0.07% | 375 |
|
|
2022
Q3 | – | Sell |
-4,892
| Closed | -$450K | – | 534 |
|
|
2022
Q2 | $450K | Buy |
4,892
+678
| +16% | +$67.6K | 0.04% | 418 |
|
|
2022
Q1 | $456K | Sell |
4,214
-2,961
| -41% | -$313K | 0.04% | 436 |
|
|
2021
Q4 | $833K | Sell |
7,175
-955
| -12% | -$105K | 0.05% | 334 |
|
|
2021
Q3 | $832K | Buy |
8,130
+3,739
| +85% | +$398K | 0.05% | 340 |
|
|
2021
Q2 | $448K | Buy |
4,391
+1,232
| +39% | +$122K | 0.03% | 365 |
|
|
2021
Q1 | $290K | Buy |
+3,159
| New | +$277K | 0.02% | 349 |
|
|
2020
Q4 | – | Sell |
-17,826
| Closed | -$1.42M | – | 390 |
|
|
2020
Q3 | $1.42M | Buy |
17,826
+6,168
| +53% | +$498K | 0.09% | 210 |
|
|
2020
Q2 | $919K | Buy |
+11,658
| New | +$884K | 0.05% | 249 |
|
|
2020
Q1 | – | Sell |
-11,983
| Closed | -$1.11M | – | 342 |
|
|
2019
Q4 | $1.11M | Buy |
11,983
+8,914
| +290% | +$826K | 0.06% | 224 |
|
|
2019
Q3 | $287K | Buy |
+3,069
| New | +$279K | 0.03% | 233 |
|
Other funds holding IYR
WI
CBU
IMPI
