Equitable Holdings’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 | $313K | Buy |
+3,304
| New | +$313K | ﹤0.01% | 1183 |
|
2022
Q2 | – | Sell |
-2,131
| Closed | -$231K | – | 885 |
|
2022
Q1 | $231K | Buy |
2,131
+200
| +10% | +$21.7K | ﹤0.01% | 803 |
|
2021
Q4 | $224K | Sell |
1,931
-114
| -6% | -$13.2K | ﹤0.01% | 794 |
|
2021
Q3 | $209K | Hold |
2,045
| – | – | ﹤0.01% | 794 |
|
2021
Q2 | $208K | Buy |
+2,045
| New | +$208K | ﹤0.01% | 777 |
|