Global Retirement Partners’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 | $2.75M | Buy |
+29,010
| New | +$2.75M | 0.07% | 259 |
|
|
2024
Q4 | $2.92M | Buy |
31,395
+14,246
| +83% | +$1.33M | 0.08% | 228 |
|
|
2024
Q3 | $1.75M | Buy |
17,149
+1,775
| +12% | +$181K | 0.05% | 308 |
|
|
2024
Q2 | $1.35M | Buy |
15,374
+1,761
| +13% | +$155K | 0.04% | 354 |
|
|
2024
Q1 | $1.22M | Buy |
13,613
+1,779
| +15% | +$160K | 0.05% | 325 |
|
|
2023
Q4 | $1.06M | Buy |
11,834
+7,829
| +195% | +$701K | 0.04% | 330 |
|
|
2023
Q3 | $305K | Sell |
4,005
-785
| -16% | -$59.7K | 0.02% | 546 |
|
|
2023
Q2 | $415K | Sell |
4,790
-3,044
| -39% | -$263K | 0.02% | 495 |
|
|
2023
Q1 | $651K | Buy |
7,834
+4,811
| +159% | +$400K | 0.03% | 381 |
|
|
2022
Q4 | $254K | Buy |
3,023
+6
| +0.2% | +$505 | 0.02% | 527 |
|
|
2022
Q3 | $253K | Buy |
3,017
+32
| +1% | +$2.68K | 0.02% | 503 |
|
|
2022
Q2 | $275K | Buy |
2,985
+2
| +0.1% | +$184 | 0.02% | 489 |
|
|
2022
Q1 | $289K | Buy |
+2,983
| New | +$289K | 0.02% | 476 |
|
|
2021
Q4 | – | Sell |
-2,479
| Closed | -$254K | – | 1054 |
|
|
2021
Q3 | $254K | Buy |
2,479
+153
| +7% | +$15.7K | 0.03% | 424 |
|
|
2021
Q2 | $237K | Buy |
2,326
+1
| +0% | +$102 | 0.02% | 422 |
|
|
2021
Q1 | $214K | Buy |
2,325
+2
| +0.1% | +$184 | 0.03% | 401 |
|
|
2020
Q4 | $199K | Buy |
2,323
+127
| +6% | +$10.9K | 0.02% | 404 |
|
|
2020
Q3 | $175K | Sell |
2,196
-159
| -7% | -$12.7K | 0.03% | 386 |
|
|
2020
Q2 | $186K | Sell |
2,355
-112
| -5% | -$8.85K | 0.03% | 365 |
|
|
2020
Q1 | $172K | Sell |
2,467
-308
| -11% | -$21.5K | 0.03% | 343 |
|
|
2019
Q4 | $258K | Buy |
2,775
+267
| +11% | +$24.8K | 0.04% | 335 |
|
|
2019
Q3 | $235K | Buy |
2,508
+32
| +1% | +$3K | 0.04% | 336 |
|
|
2019
Q2 | $216K | Buy |
2,476
+672
| +37% | +$58.6K | 0.04% | 333 |
|
|
2019
Q1 | $157K | Buy |
1,804
+41
| +2% | +$3.57K | 0.04% | 335 |
|
|
2018
Q4 | $132K | Sell |
1,763
-719
| -29% | -$53.8K | 0.03% | 344 |
|
|
2018
Q3 | $199K | Sell |
2,482
-127
| -5% | -$10.2K | 0.05% | 298 |
|
|
2018
Q2 | $210K | Sell |
2,609
-1,103
| -30% | -$88.8K | 0.05% | 275 |
|
|
2018
Q1 | $280K | Sell |
3,712
-619
| -14% | -$46.7K | 0.08% | 232 |
|
|
2017
Q4 | $351K | Sell |
4,331
-1,167
| -21% | -$94.6K | 0.1% | 186 |
|
|
2017
Q3 | $439K | Sell |
5,498
-141
| -3% | -$11.3K | 0.18% | 120 |
|
|
2017
Q2 | $450K | Sell |
5,639
-214
| -4% | -$17.1K | 0.21% | 104 |
|
|
2017
Q1 | $459K | Buy |
5,853
+2,246
| +62% | +$176K | 0.26% | 93 |
|
|
2016
Q4 | $278K | Buy |
+3,607
| New | +$278K | 0.19% | 108 |
|