Geneos Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $500K | Sell |
5,275
-5,775
| -52% | -$547K | 0.01% | 708 |
|
|
2025
Q1 | $1.06M | Buy |
11,050
+6,400
| +138% | +$613K | 0.02% | 644 |
|
|
2024
Q4 | $433K | Sell |
4,650
-518
| -10% | -$48.2K | 0.02% | 625 |
|
|
2024
Q3 | $526K | Hold |
5,168
| – | – | 0.02% | 552 |
|
|
2024
Q2 | $453K | Sell |
5,168
-54,094
| -91% | -$4.75M | 0.02% | 514 |
|
|
2024
Q1 | $5.33M | Buy |
59,262
+2,923
| +5% | +$263K | 0.24% | 99 |
|
|
2023
Q4 | $5.15M | Buy |
56,339
+281
| +0.5% | +$25.7K | 0.25% | 97 |
|
|
2023
Q3 | $4.38M | Buy |
56,058
+1,147
| +2% | +$89.6K | 0.23% | 116 |
|
|
2023
Q2 | $4.75M | Buy |
54,911
+1,006
| +2% | +$87.1K | 0.25% | 110 |
|
|
2023
Q1 | $4.58M | Buy |
53,905
+963
| +2% | +$81.8K | 0.28% | 92 |
|
|
2022
Q4 | $4.46M | Buy |
52,942
+2,377
| +5% | +$200K | 0.27% | 100 |
|
|
2022
Q3 | $4.12M | Buy |
50,565
+3,150
| +7% | +$256K | 0.28% | 83 |
|
|
2022
Q2 | $4.44M | Sell |
47,415
-4,470
| -9% | -$419K | 0.22% | 110 |
|
|
2022
Q1 | $5.62M | Buy |
51,885
+908
| +2% | +$98.3K | 0.24% | 96 |
|
|
2021
Q4 | $5.92M | Buy |
50,977
+1,820
| +4% | +$211K | 0.23% | 102 |
|
|
2021
Q3 | $5.1M | Buy |
49,157
+1,640
| +3% | +$170K | 0.2% | 121 |
|
|
2021
Q2 | $4.88M | Buy |
47,517
+65
| +0.1% | +$6.67K | 0.19% | 124 |
|
|
2021
Q1 | $4.71M | Buy |
47,452
+512
| +1% | +$50.8K | 0.13% | 183 |
|
|
2020
Q4 | $4.35M | Buy |
46,940
+3,869
| +9% | +$359K | 0.17% | 140 |
|
|
2020
Q3 | $3.39M | Buy |
43,071
+1,820
| +4% | +$143K | 0.18% | 137 |
|
|
2020
Q2 | $3.16M | Buy |
41,251
+1,386
| +3% | +$106K | 0.18% | 132 |
|
|
2020
Q1 | $2.8M | Buy |
39,865
+1,732
| +5% | +$122K | 0.19% | 124 |
|
|
2019
Q4 | $3.53M | Buy |
38,133
+733
| +2% | +$67.8K | 0.19% | 137 |
|
|
2019
Q3 | $3.49M | Buy |
37,400
+3,348
| +10% | +$312K | 0.21% | 122 |
|
|
2019
Q2 | $2.97M | Buy |
34,052
+50
| +0.1% | +$4.37K | 0.18% | 138 |
|
|
2019
Q1 | $2.96M | Buy |
34,002
+3,376
| +11% | +$294K | 0.2% | 141 |
|
|
2018
Q4 | $2.29M | Buy |
30,626
+2,187
| +8% | +$163K | 0.17% | 154 |
|
|
2018
Q3 | $2.28M | Buy |
28,439
+4,237
| +18% | +$339K | 0.15% | 161 |
|
|
2018
Q2 | $1.95M | Buy |
24,202
+2,755
| +13% | +$222K | 0.15% | 148 |
|
|
2018
Q1 | $1.62M | Buy |
21,447
+5,503
| +35% | +$415K | 0.14% | 148 |
|
|
2017
Q4 | $1.29M | Buy |
15,944
+6,026
| +61% | +$488K | 0.12% | 175 |
|
|
2017
Q3 | $792K | Buy |
9,918
+2,292
| +30% | +$183K | 0.08% | 229 |
|
|
2017
Q2 | $608K | Buy |
7,626
+96
| +1% | +$7.65K | 0.06% | 259 |
|
|
2017
Q1 | $591K | Sell |
7,530
-89
| -1% | -$6.99K | 0.06% | 244 |
|
|
2016
Q4 | $586K | Sell |
7,619
-135
| -2% | -$10.4K | 0.08% | 221 |
|
|
2016
Q3 | $625K | Sell |
7,754
-12
| -0.2% | -$967 | 0.08% | 213 |
|
|
2016
Q2 | $639K | Buy |
7,766
+8
| +0.1% | +$658 | 0.09% | 203 |
|
|
2016
Q1 | $604K | Buy |
+7,758
| New | +$604K | 0.09% | 209 |
|