FIA
Foundations Investment Advisors’s iShares US Real Estate ETF IYR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-14,943
| Closed | -$1.39M | – | 894 |
|
|
2024
Q4 | $1.39M | Buy |
14,943
+8,064
| +117% | +$750K | 0.03% | 348 |
|
|
2024
Q3 | $701K | Buy |
+6,879
| New | +$701K | 0.01% | 435 |
|
|
2021
Q3 | – | Sell |
-249,323
| Closed | -$26.3M | – | 324 |
|
|
2021
Q2 | $26.3M | Buy |
249,323
+46,388
| +23% | +$4.89M | 1.26% | 10 |
|
|
2021
Q1 | $19.1M | Buy |
202,935
+27,871
| +16% | +$2.63M | 1.1% | 13 |
|
|
2020
Q4 | $14.6M | Buy |
+175,064
| New | +$14.6M | 0.96% | 13 |
|
|
2020
Q1 | – | Sell |
-11,810
| Closed | -$1.1M | – | 138 |
|
|
2019
Q4 | $1.1M | Buy |
11,810
+1,059
| +10% | +$98.3K | 0.13% | 66 |
|
|
2019
Q3 | $1M | Buy |
10,751
+4,937
| +85% | +$460K | 0.13% | 65 |
|
|
2019
Q2 | $524K | Sell |
5,814
-541,456
| -99% | -$48.8M | 0.08% | 83 |
|
|
2019
Q1 | $47.6M | Buy |
547,270
+52,577
| +11% | +$4.58M | 8.27% | 1 |
|
|
2018
Q4 | $41.6M | Buy |
+494,693
| New | +$41.6M | 8.79% | 2 |
|