First Heartland Consultants’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 | $273K | Buy |
+2,884
| New | +$273K | 0.02% | 406 |
|
|
2025
Q1 | – | Sell |
-20,659
| Closed | -$1.92M | – | 462 |
|
|
2024
Q4 | $1.92M | Buy |
+20,659
| New | +$1.92M | 0.2% | 106 |
|
|
2024
Q2 | – | Sell |
-65,168
| Closed | -$5.86M | – | 455 |
|
|
2024
Q1 | $5.86M | Buy |
+65,168
| New | +$5.86M | 0.61% | 48 |
|
|
2022
Q3 | – | Sell |
-5,456
| Closed | -$501K | – | 360 |
|
|
2022
Q2 | $501K | Buy |
5,456
+2,694
| +98% | +$247K | 0.08% | 188 |
|
|
2022
Q1 | $298K | Sell |
2,762
-9,196
| -77% | -$992K | 0.05% | 265 |
|
|
2021
Q4 | $1.39K | Buy |
11,958
+3,130
| +35% | +$363 | 0.05% | 93 |
|
|
2021
Q3 | $904K | Buy |
8,828
+6,434
| +269% | +$659K | 0.14% | 142 |
|
|
2021
Q2 | $244K | Hold |
2,394
| – | – | 0.04% | 333 |
|
|
2021
Q1 | $220K | Hold |
2,394
| – | – | 0.04% | 355 |
|
|
2020
Q4 | $205K | Buy |
+2,394
| New | +$205K | 0.03% | 329 |
|
|
2020
Q2 | – | Sell |
-4,994
| Closed | -$347K | – | 293 |
|
|
2020
Q1 | $347K | Sell |
4,994
-60,809
| -92% | -$4.23M | 0.09% | 166 |
|
|
2019
Q4 | $6.13M | Buy |
65,803
+9,116
| +16% | +$849K | 1.21% | 18 |
|
|
2019
Q3 | $5.3M | Buy |
56,687
+1,578
| +3% | +$148K | 1.14% | 17 |
|
|
2019
Q2 | $4.81M | Buy |
55,109
+46,586
| +547% | +$4.07M | 1.16% | 18 |
|
|
2019
Q1 | $742K | Buy |
8,523
+3,038
| +55% | +$264K | 0.21% | 114 |
|
|
2018
Q4 | $411K | Sell |
5,485
-565
| -9% | -$42.3K | 0.15% | 133 |
|
|
2018
Q3 | $484K | Buy |
6,050
+1,954
| +48% | +$156K | 0.15% | 135 |
|
|
2018
Q2 | $330K | Sell |
4,096
-728
| -15% | -$58.7K | 0.12% | 176 |
|
|
2018
Q1 | $364K | Sell |
4,824
-308
| -6% | -$23.2K | 0.11% | 192 |
|
|
2017
Q4 | $416K | Sell |
5,132
-3,387
| -40% | -$275K | 0.13% | 179 |
|
|
2017
Q3 | $680K | Buy |
8,519
+1,596
| +23% | +$127K | 0.17% | 171 |
|
|
2017
Q2 | $552K | Sell |
6,923
-151
| -2% | -$12K | 0.14% | 187 |
|
|
2017
Q1 | $555K | Sell |
7,074
-9,635
| -58% | -$756K | 0.15% | 182 |
|
|
2016
Q4 | $1.29M | Sell |
16,709
-39,448
| -70% | -$3.04M | 0.39% | 71 |
|
|
2016
Q3 | $4.53M | Buy |
56,157
+11,834
| +27% | +$954K | 1.31% | 16 |
|
|
2016
Q2 | $3.65K | Buy |
44,323
+23,216
| +110% | +$1.91K | 0.4% | 18 |
|
|
2016
Q1 | $1.64M | Sell |
21,107
-5,749
| -21% | -$448K | 0.62% | 33 |
|
|
2015
Q4 | $2.02M | Buy |
26,856
+14,837
| +123% | +$1.11M | 0.77% | 23 |
|
|
2015
Q3 | $853K | Sell |
12,019
-17,308
| -59% | -$1.23M | 0.36% | 78 |
|
|
2015
Q2 | $2.09K | Sell |
29,327
-32,151
| -52% | -$2.29K | 0.57% | 27 |
|
|
2015
Q1 | $4.88M | Buy |
61,478
+45,682
| +289% | +$3.62M | 1.86% | 6 |
|
|
2014
Q4 | $1.21M | Sell |
15,796
-34,572
| -69% | -$2.66M | 0.5% | 55 |
|
|
2014
Q3 | $3.49M | Sell |
50,368
-6,334
| -11% | -$438K | 1.53% | 11 |
|
|
2014
Q2 | $4.07M | Buy |
56,702
+45,570
| +409% | +$3.27M | 1.84% | 7 |
|
|
2014
Q1 | $753K | Buy |
11,132
+114
| +1% | +$7.71K | 0.37% | 82 |
|
|
2013
Q4 | $695K | Sell |
11,018
-479
| -4% | -$30.2K | 0.39% | 79 |
|
|
2013
Q3 | $745K | Sell |
11,497
-5,445
| -32% | -$353K | 0.45% | 65 |
|
|
2013
Q2 | $1.13M | Buy |
+16,942
| New | +$1.13M | 0.65% | 37 |
|