Glass Jacobson Investment Advisors’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 | $7.01K | Sell |
74
-145
| -66% | -$13.7K | ﹤0.01% | 451 |
|
|
2025
Q1 | $20.4K | Hold |
219
| – | – | 0.01% | 503 |
|
|
2024
Q4 | $20.4K | Buy |
219
+51
| +30% | +$4.75K | 0.01% | 503 |
|
|
2024
Q3 | $17.1K | Buy |
168
+29
| +21% | +$2.95K | 0.01% | 511 |
|
|
2024
Q2 | $12.2K | Buy |
139
+94
| +209% | +$8.23K | ﹤0.01% | 531 |
|
|
2024
Q1 | $4.05K | Buy |
45
+17
| +61% | +$1.53K | ﹤0.01% | 636 |
|
|
2023
Q4 | $2.56K | Hold |
28
| – | – | ﹤0.01% | 636 |
|
|
2023
Q3 | $2.19K | Hold |
28
| – | – | ﹤0.01% | 628 |
|
|
2023
Q2 | $2.42K | Buy |
+28
| New | +$2.42K | ﹤0.01% | 632 |
|
|
2022
Q4 | $2.36K | Buy |
+28
| New | +$2.36K | ﹤0.01% | 659 |
|