EWG Elevate’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
$2.99M Buy
+31,530
New +$2.99M 0.92% 37
2023
Q1
Sell
-500
Closed -$42.1K 418
2022
Q4
$42.1K Buy
+500
New +$42.1K 0.02% 196
2022
Q3
Sell
-8,705
Closed -$801K 79
2022
Q2
$801K Sell
8,705
-56,309
-87% -$5.18M 0.39% 44
2022
Q1
$7.04M Buy
65,014
+32,760
+102% +$3.55M 2.76% 11
2021
Q4
$3.75M Sell
32,254
-8,758
-21% -$1.02M 1.84% 16
2021
Q3
$4.2M Sell
41,012
-7,729
-16% -$791K 1.74% 24
2021
Q2
$4.99M Buy
+48,741
New +$4.99M 1.93% 23
2020
Q1
Sell
-24,005
Closed -$2.23M 72
2019
Q4
$2.23M Buy
+24,005
New +$2.23M 1.21% 26