GC
Garde Capital’s iShares US Real Estate ETF IYR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.62M | Buy |
17,108
+2,175
| +15% | +$206K | 0.08% | 81 |
|
|
2025
Q1 | $1.43M | Hold |
14,933
| – | – | 0.08% | 88 |
|
|
2024
Q4 | $1.39M | Sell |
14,933
-154
| -1% | -$14.3K | 0.09% | 83 |
|
|
2024
Q3 | $1.54M | Hold |
15,087
| – | – | 0.1% | 77 |
|
|
2024
Q2 | $1.32M | Sell |
15,087
-2,271
| -13% | -$199K | 0.09% | 79 |
|
|
2024
Q1 | $1.56M | Buy |
17,358
+82
| +0.5% | +$7.37K | 0.11% | 74 |
|
|
2023
Q4 | $1.58M | Buy |
17,276
+53
| +0.3% | +$4.84K | 0.12% | 71 |
|
|
2023
Q3 | $1.35M | Buy |
17,223
+47
| +0.3% | +$3.67K | 0.11% | 72 |
|
|
2023
Q2 | $1.49M | Sell |
17,176
-13
| -0.1% | -$1.13K | 0.12% | 71 |
|
|
2023
Q1 | $1.46M | Buy |
17,189
+309
| +2% | +$26.2K | 0.16% | 68 |
|
|
2022
Q4 | $1.42M | Buy |
16,880
+215
| +1% | +$18.1K | 0.17% | 64 |
|
|
2022
Q3 | $1.36M | Sell |
16,665
-100
| -0.6% | -$8.14K | 0.18% | 62 |
|
|
2022
Q2 | $1.54M | Sell |
16,765
-295
| -2% | -$27.1K | 0.19% | 61 |
|
|
2022
Q1 | $1.85M | Sell |
17,060
-256
| -1% | -$27.7K | 0.19% | 59 |
|
|
2021
Q4 | $2.01M | Buy |
17,316
+42
| +0.2% | +$4.88K | 0.2% | 58 |
|
|
2021
Q3 | $1.77M | Sell |
17,274
-9
| -0.1% | -$922 | 0.18% | 61 |
|
|
2021
Q2 | $1.76M | Sell |
17,283
-3
| -0% | -$306 | 0.18% | 60 |
|
|
2021
Q1 | $1.59M | Sell |
17,286
-1,942
| -10% | -$179K | 0.18% | 61 |
|
|
2020
Q4 | $1.65M | Sell |
19,228
-134
| -0.7% | -$11.5K | 0.2% | 52 |
|
|
2020
Q3 | $1.55M | Sell |
19,362
-1,389
| -7% | -$111K | 0.23% | 52 |
|
|
2020
Q2 | $1.64M | Sell |
20,751
-3,492
| -14% | -$275K | 0.24% | 48 |
|
|
2020
Q1 | $1.69M | Sell |
24,243
-11,318
| -32% | -$788K | 0.3% | 40 |
|
|
2019
Q4 | $3.31M | Buy |
35,561
+148
| +0.4% | +$13.8K | 0.48% | 34 |
|
|
2019
Q3 | $3.31M | Sell |
35,413
-460
| -1% | -$43K | 0.52% | 30 |
|
|
2019
Q2 | $3.13M | Sell |
35,873
-112
| -0.3% | -$9.78K | 0.51% | 31 |
|
|
2019
Q1 | $3.13M | Sell |
35,985
-1,611
| -4% | -$140K | 0.54% | 30 |
|
|
2018
Q4 | $2.82M | Buy |
37,596
+5,944
| +19% | +$445K | 0.5% | 34 |
|
|
2018
Q3 | $2.52M | Sell |
31,652
-122
| -0.4% | -$9.72K | 0.42% | 35 |
|
|
2018
Q2 | $2.56M | Buy |
31,774
+1,845
| +6% | +$149K | 0.44% | 33 |
|
|
2018
Q1 | $2.26M | Buy |
29,929
+4,618
| +18% | +$349K | 0.41% | 35 |
|
|
2017
Q4 | $2.05M | Hold |
25,311
| – | – | 0.39% | 38 |
|
|
2017
Q3 | $2.02M | Hold |
25,311
| – | – | 0.4% | 33 |
|
|
2017
Q2 | $2.02M | Buy |
25,311
+101
| +0.4% | +$8.06K | 0.5% | 30 |
|
|
2017
Q1 | $1.98M | Buy |
25,210
+1,092
| +5% | +$85.7K | 0.53% | 29 |
|
|
2016
Q4 | $1.86M | Buy |
24,118
+1,326
| +6% | +$102K | 0.53% | 28 |
|
|
2016
Q3 | $1.62M | Buy |
22,792
+733
| +3% | +$52K | 0.52% | 37 |
|
|
2016
Q2 | $1.82M | Sell |
22,059
-3,140
| -12% | -$259K | 0.59% | 26 |
|
|
2016
Q1 | $1.96M | Buy |
25,199
+2,754
| +12% | +$214K | 0.65% | 26 |
|
|
2015
Q4 | $1.69M | Sell |
22,445
-347
| -2% | -$26.1K | 0.59% | 29 |
|
|
2015
Q3 | $1.62M | Buy |
22,792
+4,119
| +22% | +$292K | 0.52% | 37 |
|
|
2015
Q2 | $1.33M | Buy |
18,673
+1,949
| +12% | +$139K | 0.4% | 51 |
|
|
2015
Q1 | $1.33M | Hold |
16,724
| – | – | 0.4% | 52 |
|
|
2014
Q4 | $1.29M | Hold |
16,724
| – | – | 0.39% | 52 |
|
|
2014
Q3 | $1.16M | Hold |
16,724
| – | – | 0.45% | 43 |
|
|
2014
Q2 | $1.2M | Buy |
+16,724
| New | +$1.2M | 0.47% | 42 |
|