Financial Engines 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
Q1 | – | Sell |
-2,321
| Closed | -$216K | – | 440 |
|
|
2024
Q4 | $216K | Sell |
2,321
-479
| -17% | -$44.6K | ﹤0.01% | 427 |
|
|
2024
Q3 | $285K | Sell |
2,800
-223
| -7% | -$22.7K | ﹤0.01% | 339 |
|
|
2024
Q2 | $265K | Sell |
3,023
-226
| -7% | -$19.8K | ﹤0.01% | 319 |
|
|
2024
Q1 | $292K | Sell |
3,249
-4,457
| -58% | -$401K | ﹤0.01% | 297 |
|
|
2023
Q4 | $704K | Buy |
+7,706
| New | +$704K | ﹤0.01% | 203 |
|
|
2023
Q1 | – | Sell |
-9,784
| Closed | -$824K | – | 302 |
|
|
2022
Q4 | $824K | Buy |
9,784
+6,031
| +161% | +$508K | ﹤0.01% | 185 |
|
|
2022
Q3 | $305K | Buy |
3,753
+22
| +0.6% | +$1.79K | ﹤0.01% | 241 |
|
|
2022
Q2 | $343K | Buy |
3,731
+1,816
| +95% | +$167K | ﹤0.01% | 234 |
|
|
2022
Q1 | $207K | Sell |
1,915
-194
| -9% | -$21K | ﹤0.01% | 299 |
|
|
2021
Q4 | $245K | Sell |
2,109
-24
| -1% | -$2.79K | ﹤0.01% | 250 |
|
|
2021
Q3 | $218K | Buy |
+2,133
| New | +$218K | ﹤0.01% | 256 |
|