Financial Advocates Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-9,987
| Closed | -$1.07M | – | 770 |
|
|
2023
Q4 | $1.07M | Sell |
9,987
-6,891
| -41% | -$741K | 0.07% | 268 |
|
|
2023
Q3 | $1.56M | Buy |
16,878
+1,313
| +8% | +$121K | 0.11% | 197 |
|
|
2023
Q2 | $2.14M | Buy |
15,565
+13,064
| +522% | +$1.8M | 0.15% | 154 |
|
|
2023
Q1 | $212K | Sell |
2,501
-19,795
| -89% | -$1.68M | 0.02% | 662 |
|
|
2022
Q4 | $3.13M | Buy |
22,296
+19,795
| +791% | +$2.78M | 0.23% | 105 |
|
|
2022
Q3 | $204K | Hold |
2,501
| – | – | 0.02% | 678 |
|
|
2022
Q2 | $230K | Sell |
2,501
-242
| -9% | -$22.3K | 0.02% | 573 |
|
|
2022
Q1 | $297K | Sell |
2,743
-857
| -24% | -$92.8K | 0.02% | 579 |
|
|
2021
Q4 | $551K | Buy |
3,600
+1,197
| +50% | +$183K | 0.03% | 456 |
|
|
2021
Q3 | $246K | Hold |
2,403
| – | – | 0.02% | 652 |
|
|
2021
Q2 | $245K | Sell |
2,403
-496
| -17% | -$50.6K | 0.02% | 642 |
|
|
2021
Q1 | $267K | Buy |
+2,899
| New | +$267K | 0.02% | 627 |
|
|
2020
Q1 | – | Sell |
-2,839
| Closed | -$264K | – | 512 |
|
|
2019
Q4 | $264K | Buy |
2,839
+123
| +5% | +$11.4K | 0.03% | 418 |
|
|
2019
Q3 | $254K | Buy |
2,716
+5
| +0.2% | +$468 | 0.03% | 406 |
|
|
2019
Q2 | $237K | Buy |
2,711
+43
| +2% | +$3.76K | 0.03% | 408 |
|
|
2019
Q1 | $233K | Sell |
2,668
-38,874
| -94% | -$3.39M | 0.03% | 409 |
|
|
2018
Q4 | $3.11M | Sell |
41,542
-2,882
| -6% | -$216K | 0.42% | 61 |
|
|
2018
Q3 | $3.56M | Buy |
44,424
+2,794
| +7% | +$224K | 0.4% | 62 |
|
|
2018
Q2 | $3.34M | Buy |
41,630
+37,485
| +904% | +$3M | 0.4% | 67 |
|
|
2018
Q1 | $313K | Sell |
4,145
-36,816
| -90% | -$2.78M | 0.04% | 358 |
|
|
2017
Q4 | $3.32M | Buy |
+40,961
| New | +$3.32M | 0.45% | 54 |
|