First Heartland Consultants’s iShares US Real Estate ETF IYR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
|
|||||
|
2025
Q2 | $273K | Buy |
|
|||||
|
2025
Q1 | – | Sell |
|
|||||
|
2024
Q4 | $1.92M | Buy |
|
|||||
|
2024
Q2 | – | Sell |
|
|||||
|
2024
Q1 | $5.86M | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $501K | Buy |
|
|||||
|
2022
Q1 | $298K | Sell |
|
|||||
|
2021
Q4 | $1.39K | Buy |
|
|||||
|
2021
Q3 | $904K | Buy |
|
|||||
|
2021
Q2 | $244K | Hold |
|
|||||
|
2021
Q1 | $220K | Hold |
|
|||||
|
2020
Q4 | $205K | Buy |
|
|||||
|
2020
Q2 | – | Sell |
|
|||||
|
2020
Q1 | $347K | Sell |
|
|||||
|
2019
Q4 | $6.13M | Buy |
|
|||||
|
2019
Q3 | $5.3M | Buy |
|
|||||
|
2019
Q2 | $4.81M | Buy |
|
|||||
|
2019
Q1 | $742K | Buy |
|
|||||
|
2018
Q4 | $411K | Sell |
|
|||||
|
2018
Q3 | $484K | Buy |
|
|||||
|
2018
Q2 | $330K | Sell |
|
|||||
|
2018
Q1 | $364K | Sell |
|
|||||
|
2017
Q4 | $416K | Sell |
|
|||||
|
2017
Q3 | $680K | Buy |
|
|||||
|
2017
Q2 | $552K | Sell |
|
|||||
|
2017
Q1 | $555K | Sell |
|
|||||
|
2016
Q4 | $1.29M | Sell |
|
|||||
|
2016
Q3 | $4.53M | Buy |
|
|||||
|
2016
Q2 | $3.65K | Buy |
|
|||||
|
2016
Q1 | $1.64M | Sell |
|
|||||
|
2015
Q4 | $2.02M | Buy |
|
|||||
|
2015
Q3 | $853K | Sell |
|
|||||
|
2015
Q2 | $2.09K | Sell |
|
|||||
|
2015
Q1 | $4.88M | Buy |
|
|||||
|
2014
Q4 | $1.21M | Sell |
|
|||||
|
2014
Q3 | $3.48M | Sell |
|
|||||
|
2014
Q2 | $4.07M | Buy |
|
|||||
|
2014
Q1 | $753K | Buy |
|
|||||
|
2013
Q4 | $695K | Sell |
|
|||||
|
2013
Q3 | $745K | Sell |
|
|||||
|
2013
Q2 | $1.13M | Buy |
|