HCR Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $509K | Sell |
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|
2025
Q2 | $540K | Buy |
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|
2025
Q1 | $545K | Buy |
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|
2024
Q4 | $530K | Hold |
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|
2024
Q3 | $580K | Hold |
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|
2024
Q2 | $499K | Sell |
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|
2024
Q1 | $534K | Sell |
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|
2023
Q4 | $559K | Buy |
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|
2023
Q3 | $446K | Sell |
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|
2023
Q2 | $622K | Sell |
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|
2023
Q1 | $712K | Sell |
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|
2022
Q4 | $803K | Sell |
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|
2022
Q3 | $826K | Sell |
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|
2022
Q2 | $1.02M | Sell |
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|
2022
Q1 | $1.24M | Buy |
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|
2021
Q4 | $1.31M | Sell |
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|
2021
Q3 | $1.2M | Hold |
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|
2021
Q2 | $1.2M | Sell |
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|
2021
Q1 | $1.08M | Sell |
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|
2020
Q4 | $1.41M | Sell |
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|
2020
Q3 | $1.31M | Sell |
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|
2020
Q2 | $1.35M | Sell |
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|
2020
Q1 | $1.32M | Buy |
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|
2019
Q4 | $1.67M | Buy |
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|
2019
Q3 | $1.26M | Sell |
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|
2019
Q2 | $1.49M | Buy |
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|
2019
Q1 | $1.48M | Buy |
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|
2018
Q4 | $1.02M | Sell |
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|
2018
Q3 | $1.06M | Sell |
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|
2018
Q2 | $1.17M | Sell |
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|
2018
Q1 | $1.14M | Sell |
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|
2017
Q4 | $1.31M | Sell |
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|
2017
Q3 | $1.33M | Sell |
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|
2017
Q2 | $1.34M | Sell |
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|
2017
Q1 | $1.47M | Sell |
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|
2016
Q4 | $1.45M | Buy |
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