GeoWealth 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
Q1 | – | Sell |
-2,572
| Closed | -$239K | – | 1457 |
|
|
2024
Q4 | $239K | Sell |
2,572
-417
| -14% | -$38.8K | 0.01% | 692 |
|
|
2024
Q3 | $304K | Buy |
2,989
+2,809
| +1,561% | +$286K | 0.01% | 600 |
|
|
2024
Q2 | $15.8K | Sell |
180
-3
| -2% | -$263 | ﹤0.01% | 844 |
|
|
2024
Q1 | $16.4K | Buy |
183
+5
| +3% | +$449 | ﹤0.01% | 827 |
|
|
2023
Q4 | $16K | Sell |
178
-362
| -67% | -$32.5K | ﹤0.01% | 654 |
|
|
2023
Q3 | $42K | Sell |
540
-63
| -10% | -$4.9K | ﹤0.01% | 403 |
|
|
2023
Q2 | $52K | Buy |
603
+13
| +2% | +$1.12K | 0.01% | 329 |
|
|
2023
Q1 | $50K | Buy |
+590
| New | +$50K | 0.01% | 287 |
|
|
2022
Q1 | – | Sell |
-3,049
| Closed | -$354K | – | 413 |
|
|
2021
Q4 | $354K | Sell |
3,049
-556
| -15% | -$64.6K | 0.03% | 235 |
|
|
2021
Q3 | $369K | Sell |
3,605
-44,248
| -92% | -$4.53M | 0.03% | 247 |
|
|
2021
Q2 | $4.88M | Buy |
47,853
+7,636
| +19% | +$779K | 0.62% | 46 |
|
|
2021
Q1 | $3.7M | Sell |
40,217
-13,121
| -25% | -$1.21M | 0.58% | 49 |
|
|
2020
Q4 | $4.57M | Buy |
+53,338
| New | +$4.57M | 0.73% | 38 |
|