Harvest Investment Services’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
Q1 | – | Sell |
-17,813
| Closed | -$1.66M | – | 317 |
|
|
2024
Q4 | $1.66M | Buy |
+17,813
| New | +$1.66M | 0.41% | 73 |
|
|
2020
Q2 | – | Sell |
-3,627
| Closed | -$252K | – | 202 |
|
|
2020
Q1 | $252K | Buy |
+3,627
| New | +$252K | 0.34% | 76 |
|
|
2019
Q4 | – | Sell |
-6,376
| Closed | -$590K | – | 168 |
|
|
2019
Q3 | $590K | Sell |
6,376
-1,742
| -21% | -$161K | 0.3% | 65 |
|
|
2019
Q2 | $711K | Sell |
8,118
-1,117
| -12% | -$97.8K | 0.4% | 63 |
|
|
2019
Q1 | $803K | Buy |
9,235
+5,026
| +119% | +$437K | 0.47% | 53 |
|
|
2018
Q4 | $345K | Buy |
+4,209
| New | +$345K | 0.32% | 66 |
|