GLOBALT Investments’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 | $854K | Sell |
9,009
-1,037
| -10% | -$98.3K | 0.03% | 155 |
|
|
2025
Q1 | $962K | Sell |
10,046
-1,060
| -10% | -$101K | 0.04% | 143 |
|
|
2024
Q4 | $1.03M | Sell |
11,106
-338
| -3% | -$31.5K | 0.04% | 144 |
|
|
2024
Q3 | $1.17M | Sell |
11,444
-298
| -3% | -$30.4K | 0.04% | 140 |
|
|
2024
Q2 | $1.03M | Sell |
11,742
-1,262
| -10% | -$111K | 0.04% | 142 |
|
|
2024
Q1 | $1.17M | Sell |
13,004
-757
| -6% | -$68.1K | 0.05% | 139 |
|
|
2023
Q4 | $1.26M | Buy |
+13,761
| New | +$1.26M | 0.05% | 136 |
|