Enterprise Bank & Trust’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 | $317K | Sell |
3,350
-175
| -5% | -$16.6K | 0.12% | 102 |
|
|
2025
Q1 | $338K | Hold |
3,525
| – | – | 0.13% | 100 |
|
|
2024
Q4 | $328K | Hold |
3,525
| – | – | 0.11% | 101 |
|
|
2024
Q3 | $359K | Hold |
3,525
| – | – | 0.12% | 94 |
|
|
2024
Q2 | $309K | Hold |
3,525
| – | – | 0.11% | 96 |
|
|
2024
Q1 | $317K | Hold |
3,525
| – | – | 0.11% | 96 |
|
|
2023
Q4 | $322K | Hold |
3,525
| – | – | 0.11% | 94 |
|
|
2023
Q3 | $275K | Hold |
3,525
| – | – | 0.11% | 90 |
|
|
2023
Q2 | $305K | Hold |
3,525
| – | – | 0.12% | 95 |
|
|
2023
Q1 | $299K | Hold |
3,525
| – | – | 0.13% | 85 |
|
|
2022
Q4 | $297K | Hold |
3,525
| – | – | 0.14% | 84 |
|
|
2022
Q3 | $287K | Hold |
3,525
| – | – | 0.15% | 77 |
|
|
2022
Q2 | $324K | Hold |
3,525
| – | – | 0.15% | 76 |
|
|
2022
Q1 | $381K | Hold |
3,525
| – | – | 0.15% | 75 |
|
|
2021
Q4 | $409K | Hold |
3,525
| – | – | 0.14% | 76 |
|
|
2021
Q3 | $361K | Hold |
3,525
| – | – | 0.14% | 73 |
|
|
2021
Q2 | $359K | Hold |
3,525
| – | – | 0.14% | 71 |
|
|
2021
Q1 | $324K | Hold |
3,525
| – | – | 0.14% | 70 |
|
|
2020
Q4 | $302K | Hold |
3,525
| – | – | 0.13% | 76 |
|
|
2020
Q3 | $281K | Hold |
3,525
| – | – | 0.13% | 71 |
|
|
2020
Q2 | $278K | Hold |
3,525
| – | – | 0.14% | 71 |
|
|
2020
Q1 | $245K | Hold |
3,525
| – | – | 0.14% | 71 |
|
|
2019
Q4 | $328K | Hold |
3,525
| – | – | 0.15% | 77 |
|
|
2019
Q3 | $330K | Hold |
3,525
| – | – | 0.16% | 74 |
|
|
2019
Q2 | $308K | Hold |
3,525
| – | – | 0.16% | 70 |
|
|
2019
Q1 | $307K | Buy |
+3,525
| New | +$307K | 0.13% | 84 |
|