Gould Asset 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 | $547K | Sell |
5,775
-200
| -3% | -$19K | 0.11% | 98 |
|
|
2025
Q1 | $572K | Hold |
5,975
| – | – | 0.12% | 88 |
|
|
2024
Q4 | $556K | Hold |
5,975
| – | – | 0.12% | 93 |
|
|
2024
Q3 | $609K | Sell |
5,975
-180
| -3% | -$18.3K | 0.13% | 83 |
|
|
2024
Q2 | $540K | Sell |
6,155
-225
| -4% | -$19.7K | 0.12% | 88 |
|
|
2024
Q1 | $574K | Sell |
6,380
-170
| -3% | -$15.3K | 0.14% | 85 |
|
|
2023
Q4 | $599K | Sell |
6,550
-55
| -0.8% | -$5.03K | 0.15% | 73 |
|
|
2023
Q3 | $516K | Hold |
6,605
| – | – | 0.15% | 72 |
|
|
2023
Q2 | $572K | Hold |
6,605
| – | – | 0.16% | 68 |
|
|
2023
Q1 | $561K | Sell |
6,605
-870
| -12% | -$73.9K | 0.16% | 69 |
|
|
2022
Q4 | $629K | Buy |
7,475
+790
| +12% | +$66.5K | 0.19% | 64 |
|
|
2022
Q3 | $544K | Sell |
6,685
-320
| -5% | -$26K | 0.18% | 58 |
|
|
2022
Q2 | $644K | Sell |
7,005
-265
| -4% | -$24.4K | 0.21% | 57 |
|
|
2022
Q1 | $787K | Sell |
7,270
-100
| -1% | -$10.8K | 0.23% | 47 |
|
|
2021
Q4 | $856K | Buy |
7,370
+300
| +4% | +$34.8K | 0.24% | 44 |
|
|
2021
Q3 | $724K | Sell |
7,070
-155
| -2% | -$15.9K | 0.22% | 48 |
|
|
2021
Q2 | $737K | Sell |
7,225
-345
| -5% | -$35.2K | 0.21% | 59 |
|
|
2021
Q1 | $696K | Buy |
7,570
+90
| +1% | +$8.28K | 0.21% | 59 |
|
|
2020
Q4 | $641K | Buy |
7,480
+420
| +6% | +$36K | 0.2% | 59 |
|
|
2020
Q3 | $564K | Sell |
7,060
-130
| -2% | -$10.4K | 0.19% | 61 |
|
|
2020
Q2 | $567K | Sell |
7,190
-230
| -3% | -$18.1K | 0.2% | 60 |
|
|
2020
Q1 | $516K | Sell |
7,420
-415
| -5% | -$28.9K | 0.2% | 52 |
|
|
2019
Q4 | $729K | Sell |
7,835
-80
| -1% | -$7.44K | 0.24% | 56 |
|
|
2019
Q3 | $740K | Hold |
7,915
| – | – | 0.26% | 53 |
|
|
2019
Q2 | $691K | Sell |
7,915
-15
| -0.2% | -$1.31K | 0.25% | 52 |
|
|
2019
Q1 | $690K | Sell |
7,930
-185
| -2% | -$16.1K | 0.26% | 51 |
|
|
2018
Q4 | $608K | Buy |
+8,115
| New | +$608K | 0.25% | 52 |
|