Geneos Wealth Management’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 | $512K | Hold |
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|
2025
Q2 | $500K | Sell |
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|
2025
Q1 | $1.06M | Buy |
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|
2024
Q4 | $433K | Sell |
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|
2024
Q3 | $526K | Hold |
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|
2024
Q2 | $453K | Sell |
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|
2024
Q1 | $5.33M | Buy |
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|
2023
Q4 | $5.15M | Buy |
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|
2023
Q3 | $4.38M | Buy |
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|
2023
Q2 | $4.75M | Buy |
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|
2023
Q1 | $4.58M | Buy |
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|
2022
Q4 | $4.46M | Buy |
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|
2022
Q3 | $4.12M | Buy |
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|
2022
Q2 | $4.44M | Sell |
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|
2022
Q1 | $5.62M | Buy |
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|
2021
Q4 | $5.92M | Buy |
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|
2021
Q3 | $5.1M | Buy |
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|
2021
Q2 | $4.88M | Buy |
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|
2021
Q1 | $4.71M | Buy |
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|
2020
Q4 | $4.35M | Buy |
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|
2020
Q3 | $3.38M | Buy |
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|
2020
Q2 | $3.15M | Buy |
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|
2020
Q1 | $2.8M | Buy |
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|
2019
Q4 | $3.53M | Buy |
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|
2019
Q3 | $3.48M | Buy |
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|
2019
Q2 | $2.97M | Buy |
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|
2019
Q1 | $2.96M | Buy |
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|
2018
Q4 | $2.29M | Buy |
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|
2018
Q3 | $2.27M | Buy |
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|
2018
Q2 | $1.95M | Buy |
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|
2018
Q1 | $1.62M | Buy |
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|
2017
Q4 | $1.29M | Buy |
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|
2017
Q3 | $792K | Buy |
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|
2017
Q2 | $608K | Buy |
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|
2017
Q1 | $591K | Sell |
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|
2016
Q4 | $586K | Sell |
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|
2016
Q3 | $625K | Sell |
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|
2016
Q2 | $639K | Buy |
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|
2016
Q1 | $604K | Buy |
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