EP Wealth Advisors’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 | $162K | Sell |
1,708
-730
| -30% | -$69.2K | ﹤0.01% | 1305 |
|
|
2025
Q1 | $233K | Buy |
2,438
+1,011
| +71% | +$96.8K | ﹤0.01% | 1054 |
|
|
2024
Q4 | $133K | Sell |
1,427
-3
| -0.2% | -$279 | ﹤0.01% | 1163 |
|
|
2024
Q3 | $146K | Buy |
+1,430
| New | +$146K | ﹤0.01% | 1102 |
|
|
2023
Q1 | – | Sell |
-1,896
| Closed | -$160K | – | 670 |
|
|
2022
Q4 | $160K | Buy |
+1,896
| New | +$160K | ﹤0.01% | 569 |
|
|
2022
Q3 | – | Sell |
-1,677
| Closed | -$154K | – | 487 |
|
|
2022
Q2 | $154K | Sell |
1,677
-412
| -20% | -$37.8K | ﹤0.01% | 605 |
|
|
2022
Q1 | $226K | Buy |
+2,089
| New | +$226K | 0.01% | 548 |
|
|
2021
Q1 | – | Sell |
-1,589
| Closed | -$136K | – | 505 |
|
|
2020
Q4 | $136K | Buy |
+1,589
| New | +$136K | ﹤0.01% | 431 |
|
|
2020
Q2 | – | Sell |
-3,902
| Closed | -$271K | – | 379 |
|
|
2020
Q1 | $271K | Sell |
3,902
-186
| -5% | -$12.9K | 0.01% | 321 |
|
|
2019
Q4 | $381K | Hold |
4,088
| – | – | 0.02% | 306 |
|
|
2019
Q3 | $382K | Sell |
4,088
-301
| -7% | -$28.1K | 0.02% | 247 |
|
|
2019
Q2 | $383K | Buy |
+4,389
| New | +$383K | 0.02% | 214 |
|
|
2019
Q1 | – | Sell |
-4,702
| Closed | -$352K | – | 260 |
|
|
2018
Q4 | $352K | Buy |
+4,702
| New | +$352K | 0.03% | 195 |
|