Global Endowment 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 | $8.9M | Buy |
93,880
+25,000
| +36% | +$2.37M | 1.18% | 16 |
|
|
2025
Q1 | $6.6M | Buy |
68,880
+27,000
| +64% | +$2.59M | 0.86% | 22 |
|
|
2024
Q4 | $3.9M | Hold |
41,880
| – | – | 0.5% | 26 |
|
|
2024
Q3 | $4.27M | Sell |
41,880
-18,970
| -31% | -$1.93M | 0.43% | 33 |
|
|
2024
Q2 | $5.34M | Sell |
60,850
-2,150
| -3% | -$189K | 0.57% | 29 |
|
|
2024
Q1 | $5.66M | Buy |
63,000
+58,700
| +1,365% | +$5.28M | 0.59% | 24 |
|
|
2023
Q4 | $393K | Buy |
+4,300
| New | +$393K | 0.04% | 115 |
|