Glenview Trust’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 | $3.73M | Sell |
39,362
-186
| -0.5% | -$17.6K | 0.06% | 173 |
|
|
2025
Q1 | $3.79M | Sell |
39,548
-57
| -0.1% | -$5.46K | 0.07% | 162 |
|
|
2024
Q4 | $3.69M | Sell |
39,605
-5,203
| -12% | -$484K | 0.07% | 157 |
|
|
2024
Q3 | $4.56M | Hold |
44,808
| – | – | 0.09% | 146 |
|
|
2024
Q2 | $3.93M | Sell |
44,808
-2,199
| -5% | -$193K | 0.08% | 144 |
|
|
2024
Q1 | $4.23M | Sell |
47,007
-2,195
| -4% | -$197K | 0.09% | 143 |
|
|
2023
Q4 | $4.5M | Buy |
49,202
+28,965
| +143% | +$2.65M | 0.11% | 131 |
|
|
2023
Q3 | $1.58M | Sell |
20,237
-160
| -0.8% | -$12.5K | 0.04% | 193 |
|
|
2023
Q2 | $1.77M | Buy |
20,397
+3,491
| +21% | +$302K | 0.05% | 183 |
|
|
2023
Q1 | $1.44M | Sell |
16,906
-869
| -5% | -$73.8K | 0.04% | 197 |
|
|
2022
Q4 | $1.5M | Sell |
17,775
-16,225
| -48% | -$1.37M | 0.05% | 182 |
|
|
2022
Q3 | $2.77M | Buy |
34,000
+3,753
| +12% | +$306K | 0.1% | 130 |
|
|
2022
Q2 | $2.78M | Sell |
30,247
-3,950
| -12% | -$363K | 0.1% | 131 |
|
|
2022
Q1 | $3.7M | Sell |
34,197
-4,353
| -11% | -$471K | 0.12% | 116 |
|
|
2021
Q4 | $4.48M | Buy |
38,550
+22,655
| +143% | +$2.63M | 0.15% | 108 |
|
|
2021
Q3 | $1.63M | Sell |
15,895
-254
| -2% | -$26K | 0.06% | 160 |
|
|
2021
Q2 | $1.65M | Hold |
16,149
| – | – | 0.06% | 162 |
|
|
2021
Q1 | $1.49M | Sell |
16,149
-33
| -0.2% | -$3.04K | 0.06% | 162 |
|
|
2020
Q4 | $1.39M | Buy |
16,182
+1,801
| +13% | +$154K | 0.06% | 161 |
|
|
2020
Q3 | $1.15M | Sell |
14,381
-2,608
| -15% | -$208K | 0.06% | 164 |
|
|
2020
Q2 | $1.34M | Buy |
16,989
+2,183
| +15% | +$172K | 0.08% | 157 |
|
|
2020
Q1 | $1.03M | Sell |
14,806
-597
| -4% | -$41.5K | 0.07% | 166 |
|
|
2019
Q4 | $1.43M | Buy |
15,403
+558
| +4% | +$51.9K | 0.08% | 157 |
|
|
2019
Q3 | $1.39M | Sell |
14,845
-518
| -3% | -$48.5K | 0.08% | 155 |
|
|
2019
Q2 | $1.34M | Sell |
15,363
-557
| -3% | -$48.7K | 0.08% | 158 |
|
|
2019
Q1 | $1.39M | Buy |
15,920
+5,338
| +50% | +$465K | 0.09% | 165 |
|
|
2018
Q4 | $793K | Buy |
10,582
+7,590
| +254% | +$569K | 0.06% | 191 |
|
|
2018
Q3 | $239K | Hold |
2,992
| – | – | 0.02% | 303 |
|
|
2018
Q2 | $241K | Hold |
2,992
| – | – | 0.02% | 281 |
|
|
2018
Q1 | $226K | Sell |
2,992
-505
| -14% | -$38.1K | 0.02% | 311 |
|
|
2017
Q4 | $283K | Hold |
3,497
| – | – | 0.02% | 298 |
|
|
2017
Q3 | $279K | Hold |
3,497
| – | – | 0.02% | 294 |
|
|
2017
Q2 | $279K | Buy |
3,497
+38
| +1% | +$3.03K | 0.02% | 277 |
|
|
2017
Q1 | $271K | Sell |
3,459
-140
| -4% | -$11K | 0.02% | 278 |
|
|
2016
Q4 | $277K | Buy |
+3,599
| New | +$277K | 0.02% | 265 |
|
|
2015
Q4 | $272K | Buy |
+3,628
| New | +$272K | 0.03% | 215 |
|
|
2014
Q4 | $243K | Buy |
+3,161
| New | +$243K | 0.03% | 209 |
|