Element Wealth’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
Q1 | – | Sell |
-44
| Closed | -$4.1K | – | 235 |
|
|
2024
Q4 | $4.1K | Buy |
+44
| New | +$4.1K | ﹤0.01% | 269 |
|
|
2024
Q2 | – | Sell |
-2,517
| Closed | -$226K | – | 292 |
|
|
2024
Q1 | $226K | Buy |
2,517
+1,330
| +112% | +$120K | 0.13% | 126 |
|
|
2023
Q4 | $109K | Hold |
1,187
| – | – | 0.07% | 153 |
|
|
2023
Q3 | $92.8K | Hold |
1,187
| – | – | 0.07% | 150 |
|
|
2023
Q2 | $103K | Hold |
1,187
| – | – | 0.07% | 148 |
|
|
2023
Q1 | $101K | Hold |
1,187
| – | – | 0.08% | 140 |
|
|
2022
Q4 | $99.9K | Hold |
1,187
| – | – | 0.08% | 139 |
|
|
2022
Q3 | $97K | Hold |
1,187
| – | – | 0.09% | 124 |
|
|
2022
Q2 | $109K | Hold |
1,187
| – | – | 0.11% | 119 |
|
|
2022
Q1 | $128K | Hold |
1,187
| – | – | 0.1% | 124 |
|
|
2021
Q4 | $138K | Hold |
1,187
| – | – | 0.1% | 113 |
|
|
2021
Q3 | $122K | Hold |
1,187
| – | – | 0.1% | 108 |
|
|
2021
Q2 | $121K | Hold |
1,187
| – | – | 0.09% | 107 |
|
|
2021
Q1 | $109K | Hold |
1,187
| – | – | 0.09% | 106 |
|
|
2020
Q4 | $102K | Sell |
1,187
-525
| -31% | -$45.1K | 0.09% | 105 |
|
|
2020
Q3 | $137K | Hold |
1,712
| – | – | 0.15% | 91 |
|
|
2020
Q2 | $135K | Hold |
1,712
| – | – | 0.15% | 87 |
|
|
2020
Q1 | $119K | Buy |
1,712
+525
| +44% | +$36.5K | 0.16% | 81 |
|
|
2019
Q4 | $110K | Buy |
+1,187
| New | +$110K | 0.11% | 80 |
|