Gradient Investments’s iShares US Real Estate ETF IYR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-20
| Closed | -$1.75K | – | 834 |
|
|
2024
Q2 | $1.75K | Buy |
+20
| New | +$1.72K | ﹤0.01% | 1005 |
|
|
2022
Q1 | – | Sell |
-100
| Closed | -$12K | – | 1261 |
|
|
2021
Q4 | $12K | Buy |
+100
| New | +$11K | ﹤0.01% | 762 |
|
|
2021
Q2 | – | Sell |
-400
| Closed | -$37K | – | 1210 |
|
|
2021
Q1 | $37K | Hold |
400
| – | – | ﹤0.01% | 506 |
|
|
2020
Q4 | $32K | Hold |
400
| – | – | ﹤0.01% | 475 |
|
|
2020
Q3 | $32K | Sell |
400
-383
| -49% | -$30.9K | ﹤0.01% | 478 |
|
|
2020
Q2 | $62K | Hold |
783
| – | – | ﹤0.01% | 357 |
|
|
2020
Q1 | $54K | Hold |
783
| – | – | ﹤0.01% | 341 |
|
|
2019
Q4 | $73K | Hold |
783
| – | – | ﹤0.01% | 340 |
|
|
2019
Q3 | $73K | Hold |
783
| – | – | ﹤0.01% | 330 |
|
|
2019
Q2 | $68K | Buy |
783
+383
| +96% | +$33.5K | ﹤0.01% | 348 |
|
|
2019
Q1 | $35K | Hold |
400
| – | – | ﹤0.01% | 375 |
|
|
2018
Q4 | $30K | Sell |
400
-5,018
| -93% | -$394K | ﹤0.01% | 402 |
|
|
2018
Q3 | $552K | Buy |
5,418
+4,043
| +294% | +$330K | 0.03% | 189 |
|
|
2018
Q2 | $111K | Sell |
1,375
-700
| -34% | -$53.9K | 0.01% | 260 |
|
|
2018
Q1 | $157K | Buy |
2,075
+1,230
| +146% | +$93.3K | 0.01% | 243 |
|
|
2017
Q4 | $68K | Buy |
+845
| New | +$68.6K | ﹤0.01% | 316 |
|
|
2017
Q3 | – | Sell |
-600
| Closed | -$48K | – | 483 |
|
|
2017
Q2 | $48K | Hold |
600
| – | – | ﹤0.01% | 312 |
|
|
2017
Q1 | $47K | Hold |
600
| – | – | ﹤0.01% | 314 |
|
|
2016
Q4 | $46K | Sell |
600
-324
| -35% | -$24.6K | ﹤0.01% | 273 |
|
|
2016
Q3 | $75K | Buy |
924
+324
| +54% | +$26.8K | 0.01% | 229 |
|
|
2016
Q2 | $49K | Hold |
600
| – | – | 0.01% | 263 |
|
|
2016
Q1 | $47K | Hold |
600
| – | – | 0.01% | 253 |
|
|
2015
Q4 | $45K | Sell |
600
-59
| -9% | -$4.41K | 0.01% | 261 |
|
|
2015
Q3 | $47K | Buy |
659
+59
| +10% | +$4.3K | 0.01% | 241 |
|
|
2015
Q2 | $43K | Hold |
600
| – | – | 0.01% | 257 |
|
|
2015
Q1 | $48K | Hold |
600
| – | – | 0.01% | 250 |
|
|
2014
Q4 | $46K | Hold |
600
| – | – | 0.01% | 243 |
|
|
2014
Q3 | $42K | Sell |
600
-900
| -60% | -$65.2K | 0.01% | 226 |
|
|
2014
Q2 | $50K | Buy |
1,500
+100
| +7% | +$7.04K | 0.01% | 221 |
|
|
2014
Q1 | $41K | Sell |
1,400
-22,936
| -94% | -$1.52M | 0.01% | 216 |
|
|
2013
Q4 | $1.53M | Sell |
24,336
-12
| -0% | -$773 | 0.41% | 79 |
|
|
2013
Q3 | $1.55M | Buy |
24,348
+23,113
| +1,871% | +$1.51M | 0.49% | 42 |
|
|
2013
Q2 | $82K | Buy |
+1,235
| New | +$87.3K | 0.03% | 163 |
|
Other funds holding IYR
WI
CWM
Gradient Investments's IYR Position: Q3 2024 in Review
Gradient Investments sold out of iShares US Real Estate ETF (IYR) in Q3 2024, closing a stake of 20 shares — an estimated $1.75K sold.
Gradient Investments first reported a position in IYR in Q2 2013 and held it in 33 quarters. The position peaked at $1.55M in Q3 2013. 501 funds tracked by Wall St. Rank hold IYR as of Q3 2024.
- Gradient Investments reported no remaining iShares US Real Estate ETF position as of Q3 2024 after selling out during the quarter.
- Gradient Investments sold 20 iShares US Real Estate ETF shares in Q3 2024, an estimated $1.75K.
- Gradient Investments first reported a position in iShares US Real Estate ETF in Q2 2013 and held it in 33 quarters.
- Gradient Investments's iShares US Real Estate ETF position peaked at $1.55M in Q3 2013.
- 501 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2024.
Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.