First Manhattan’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
Q2 | – | Sell |
-395
| Closed | -$35.5K | – | 1003 |
|
|
2024
Q1 | $35.5K | Buy |
395
+20
| +5% | +$1.8K | ﹤0.01% | 953 |
|
|
2023
Q4 | $34.3K | Hold |
375
| – | – | ﹤0.01% | 945 |
|
|
2023
Q3 | $29.3K | Hold |
375
| – | – | ﹤0.01% | 967 |
|
|
2023
Q2 | $32.5K | Hold |
375
| – | – | ﹤0.01% | 957 |
|
|
2023
Q1 | $31.8K | Hold |
375
| – | – | ﹤0.01% | 1003 |
|
|
2022
Q4 | $31.6K | Hold |
375
| – | – | ﹤0.01% | 1019 |
|
|
2022
Q3 | $30K | Hold |
375
| – | – | ﹤0.01% | 1020 |
|
|
2022
Q2 | $34K | Hold |
375
| – | – | ﹤0.01% | 1028 |
|
|
2022
Q1 | $40K | Hold |
375
| – | – | ﹤0.01% | 1043 |
|
|
2021
Q4 | $43K | Hold |
375
| – | – | ﹤0.01% | 1017 |
|
|
2021
Q3 | $38K | Buy |
+375
| New | +$38K | ﹤0.01% | 1038 |
|
|
2016
Q3 | – | Sell |
-286
| Closed | -$23K | – | 1426 |
|
|
2016
Q2 | $23K | Hold |
286
| – | – | ﹤0.01% | 1081 |
|
|
2016
Q1 | $22K | Sell |
286
-64
| -18% | -$4.92K | ﹤0.01% | 1050 |
|
|
2015
Q4 | $26K | Hold |
350
| – | – | ﹤0.01% | 1047 |
|
|
2015
Q3 | $24K | Hold |
350
| – | – | ﹤0.01% | 1056 |
|
|
2015
Q2 | $24K | Sell |
350
-319
| -48% | -$21.9K | ﹤0.01% | 1080 |
|
|
2015
Q1 | $53K | Buy |
669
+319
| +91% | +$25.3K | ﹤0.01% | 958 |
|
|
2014
Q4 | $26K | Hold |
350
| – | – | ﹤0.01% | 1093 |
|
|
2014
Q3 | $24K | Buy |
+350
| New | +$24K | ﹤0.01% | 1084 |
|