GPA
Guidance Point Advisors’s iShares US Real Estate ETF IYR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $979K | Sell |
10,333
-279
| -3% | -$26.4K | 0.25% | 40 |
|
|
2025
Q1 | $1.02M | Buy |
10,612
+37
| +0.3% | +$3.54K | 0.29% | 36 |
|
|
2024
Q4 | $984K | Sell |
10,575
-238
| -2% | -$22.1K | 0.28% | 36 |
|
|
2024
Q3 | $1.1M | Buy |
10,813
+43
| +0.4% | +$4.38K | 0.32% | 34 |
|
|
2024
Q2 | $945K | Sell |
10,770
-1,433
| -12% | -$126K | 0.3% | 34 |
|
|
2024
Q1 | $1.1M | Sell |
12,203
-21,974
| -64% | -$1.98M | 0.36% | 34 |
|
|
2023
Q4 | $3.13M | Sell |
34,177
-4,852
| -12% | -$444K | 1.16% | 21 |
|
|
2023
Q3 | $3.05M | Sell |
39,029
-3,822
| -9% | -$299K | 1.24% | 19 |
|
|
2023
Q2 | $3.71M | Sell |
42,851
-834
| -2% | -$72.2K | 1.42% | 16 |
|
|
2023
Q1 | $3.71M | Buy |
43,685
+838
| +2% | +$71.1K | 1.5% | 19 |
|
|
2022
Q4 | $3.61M | Buy |
42,847
+3,661
| +9% | +$308K | 1.53% | 13 |
|
|
2022
Q3 | $3.19M | Buy |
39,186
+91
| +0.2% | +$7.41K | 1.46% | 16 |
|
|
2022
Q2 | $3.6M | Buy |
39,095
+1,528
| +4% | +$141K | 1.55% | 16 |
|
|
2022
Q1 | $4.08M | Sell |
37,567
-87
| -0.2% | -$9.45K | 1.55% | 15 |
|
|
2021
Q4 | $4.39M | Buy |
37,654
+81
| +0.2% | +$9.44K | 1.59% | 14 |
|
|
2021
Q3 | $3.85M | Buy |
37,573
+738
| +2% | +$75.6K | 1.4% | 15 |
|
|
2021
Q2 | $3.75M | Sell |
36,835
-137
| -0.4% | -$14K | 1.46% | 15 |
|
|
2021
Q1 | $3.4M | Buy |
36,972
+42
| +0.1% | +$3.86K | 1.41% | 16 |
|
|
2020
Q4 | $3.16M | Buy |
36,930
+759
| +2% | +$65K | 1.45% | 16 |
|
|
2020
Q3 | $2.89M | Sell |
36,171
-7,316
| -17% | -$584K | 1.59% | 16 |
|
|
2020
Q2 | $3.43M | Sell |
43,487
-341
| -0.8% | -$26.9K | 1.9% | 12 |
|
|
2020
Q1 | $3.08M | Sell |
43,828
-6,001
| -12% | -$421K | 2% | 12 |
|
|
2019
Q4 | $4.64M | Buy |
49,829
+51
| +0.1% | +$4.75K | 2.26% | 10 |
|
|
2019
Q3 | $4.66M | Buy |
49,778
+199
| +0.4% | +$18.6K | 2.55% | 10 |
|
|
2019
Q2 | $4.33M | Buy |
49,579
+132
| +0.3% | +$11.5K | 2.45% | 11 |
|
|
2019
Q1 | $4.3M | Sell |
49,447
-1,265
| -2% | -$110K | 2.54% | 10 |
|
|
2018
Q4 | $3.77M | Buy |
+50,712
| New | +$3.77M | 2.45% | 11 |
|