Envestnet Asset Management’s iShares US Real Estate ETF IYR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.5M | Sell |
121,781
-9,070
| -7% | -$860K | ﹤0.01% | 1641 |
|
|
2025
Q1 | $12.5M | Sell |
130,851
-54,772
| -30% | -$5.24M | ﹤0.01% | 1509 |
|
|
2024
Q4 | $17.3M | Buy |
185,623
+13,124
| +8% | +$1.22M | 0.01% | 1285 |
|
|
2024
Q3 | $17.6M | Buy |
172,499
+39,680
| +30% | +$4.04M | 0.01% | 1264 |
|
|
2024
Q2 | $11.7M | Buy |
132,819
+4,695
| +4% | +$412K | ﹤0.01% | 1453 |
|
|
2024
Q1 | $11.5M | Sell |
128,124
-3,002
| -2% | -$270K | ﹤0.01% | 1443 |
|
|
2023
Q4 | $12M | Sell |
131,126
-3,460
| -3% | -$316K | 0.01% | 1322 |
|
|
2023
Q3 | $10.5M | Sell |
134,586
-11,963
| -8% | -$935K | ﹤0.01% | 1339 |
|
|
2023
Q2 | $12.7M | Sell |
146,549
-220,754
| -60% | -$19.1M | 0.01% | 1158 |
|
|
2023
Q1 | $31.2M | Sell |
367,303
-34,859
| -9% | -$2.96M | 0.02% | 666 |
|
|
2022
Q4 | $33.9M | Buy |
402,162
+7,001
| +2% | +$589K | 0.02% | 604 |
|
|
2022
Q3 | $32.2M | Sell |
395,161
-24,210
| -6% | -$1.97M | 0.02% | 571 |
|
|
2022
Q2 | $38.6M | Sell |
419,371
-86,591
| -17% | -$7.96M | 0.02% | 521 |
|
|
2022
Q1 | $54.8M | Sell |
505,962
-53,005
| -9% | -$5.74M | 0.03% | 459 |
|
|
2021
Q4 | $64.9M | Buy |
558,967
+43,024
| +8% | +$5M | 0.03% | 403 |
|
|
2021
Q3 | $52.8M | Buy |
515,943
+51,345
| +11% | +$5.26M | 0.03% | 441 |
|
|
2021
Q2 | $47.4M | Buy |
464,598
+41,349
| +10% | +$4.22M | 0.03% | 471 |
|
|
2021
Q1 | $38.9M | Sell |
423,249
-43,346
| -9% | -$3.99M | 0.03% | 479 |
|
|
2020
Q4 | $40M | Buy |
466,595
+43,382
| +10% | +$3.72M | 0.03% | 406 |
|
|
2020
Q3 | $33.8M | Sell |
423,213
-33,922
| -7% | -$2.71M | 0.03% | 401 |
|
|
2020
Q2 | $36M | Sell |
457,135
-2,222
| -0.5% | -$175K | 0.04% | 357 |
|
|
2020
Q1 | $32M | Sell |
459,357
-59,924
| -12% | -$4.17M | 0.04% | 321 |
|
|
2019
Q4 | $48.3M | Sell |
519,281
-26,545
| -5% | -$2.47M | 0.05% | 278 |
|
|
2019
Q3 | $51.1M | Buy |
545,826
+51,674
| +10% | +$4.83M | 0.06% | 257 |
|
|
2019
Q2 | $43.1M | Buy |
494,152
+35,149
| +8% | +$3.07M | 0.05% | 262 |
|
|
2019
Q1 | $40M | Buy |
459,003
+27,514
| +6% | +$2.39M | 0.05% | 254 |
|
|
2018
Q4 | $32.3M | Buy |
431,489
+202,911
| +89% | +$15.2M | 0.05% | 266 |
|
|
2018
Q3 | $18.3M | Sell |
228,578
-108,133
| -32% | -$8.65M | 0.03% | 203 |
|
|
2018
Q2 | $27.1M | Buy |
336,711
+159,881
| +90% | +$12.9M | 0.06% | 144 |
|
|
2018
Q1 | $13.4M | Sell |
176,830
-179,842
| -50% | -$13.6M | 0.04% | 179 |
|
|
2017
Q4 | $28.9M | Sell |
356,672
-25,296
| -7% | -$2.05M | 0.06% | 159 |
|
|
2017
Q3 | $30.5M | Buy |
381,968
+152,708
| +67% | +$12.2M | 0.07% | 145 |
|
|
2017
Q2 | $18.3M | Sell |
229,260
-152,176
| -40% | -$12.1M | 0.05% | 227 |
|
|
2017
Q1 | $29.9M | Buy |
381,436
+9,498
| +3% | +$746K | 0.1% | 140 |
|
|
2016
Q4 | $28.6M | Sell |
371,938
-176,687
| -32% | -$13.6M | 0.1% | 139 |
|
|
2016
Q3 | $44.2M | Buy |
548,625
+8,511
| +2% | +$686K | 0.17% | 93 |
|
|
2016
Q2 | $44.5M | Buy |
540,114
+159,976
| +42% | +$13.2M | 0.18% | 93 |
|
|
2016
Q1 | $29.6M | Sell |
380,138
-97,466
| -20% | -$7.59M | 0.13% | 136 |
|
|
2015
Q4 | $35.9M | Buy |
477,604
+171,428
| +56% | +$12.9M | 0.16% | 118 |
|
|
2015
Q3 | $21.7M | Sell |
306,176
-72,600
| -19% | -$5.15M | 0.11% | 166 |
|
|
2015
Q2 | $27M | Sell |
378,776
-403,098
| -52% | -$28.7M | 0.13% | 157 |
|
|
2015
Q1 | $62M | Buy |
781,874
+201,604
| +35% | +$16M | 0.32% | 60 |
|
|
2014
Q4 | $44.6M | Buy |
580,270
+66,381
| +13% | +$5.1M | 0.45% | 63 |
|
|
2014
Q3 | $35.6M | Buy |
513,889
+260,198
| +103% | +$18M | 0.36% | 70 |
|
|
2014
Q2 | $18.2M | Buy |
253,691
+23,510
| +10% | +$1.69M | 0.19% | 113 |
|
|
2014
Q1 | $15.6M | Buy |
230,181
+22,500
| +11% | +$1.52M | 0.17% | 106 |
|
|
2013
Q4 | $13.1M | Sell |
207,681
-323,106
| -61% | -$20.4M | 0.15% | 122 |
|
|
2013
Q3 | $33.9M | Sell |
530,787
-200,402
| -27% | -$12.8M | 0.41% | 68 |
|
|
2013
Q2 | $48.6M | Buy |
+731,189
| New | +$48.6M | 0.63% | 51 |
|