HCR Wealth Advisors’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 | $540K | Buy |
5,694
+1
| +0% | +$95 | 0.06% | 131 |
|
|
2025
Q1 | $545K | Buy |
5,693
+1
| +0% | +$96 | 0.07% | 132 |
|
|
2024
Q4 | $530K | Hold |
5,692
| – | – | 0.07% | 135 |
|
|
2024
Q3 | $580K | Hold |
5,692
| – | – | 0.08% | 130 |
|
|
2024
Q2 | $499K | Sell |
5,692
-250
| -4% | -$21.9K | 0.07% | 129 |
|
|
2024
Q1 | $534K | Sell |
5,942
-174
| -3% | -$15.6K | 0.08% | 127 |
|
|
2023
Q4 | $559K | Buy |
6,116
+404
| +7% | +$36.9K | 0.09% | 113 |
|
|
2023
Q3 | $446K | Sell |
5,712
-1,470
| -20% | -$115K | 0.1% | 109 |
|
|
2023
Q2 | $622K | Sell |
7,182
-1,199
| -14% | -$104K | 0.12% | 100 |
|
|
2023
Q1 | $712K | Sell |
8,381
-1,154
| -12% | -$98K | 0.14% | 95 |
|
|
2022
Q4 | $803K | Sell |
9,535
-606
| -6% | -$51K | 0.17% | 88 |
|
|
2022
Q3 | $826K | Sell |
10,141
-910
| -8% | -$74.1K | 0.18% | 86 |
|
|
2022
Q2 | $1.02M | Sell |
11,051
-400
| -3% | -$36.8K | 0.2% | 80 |
|
|
2022
Q1 | $1.24M | Buy |
11,451
+181
| +2% | +$19.6K | 0.2% | 81 |
|
|
2021
Q4 | $1.31M | Sell |
11,270
-480
| -4% | -$55.8K | 0.2% | 87 |
|
|
2021
Q3 | $1.2M | Hold |
11,750
| – | – | 0.2% | 93 |
|
|
2021
Q2 | $1.2M | Sell |
11,750
-44
| -0.4% | -$4.49K | 0.21% | 91 |
|
|
2021
Q1 | $1.08M | Sell |
11,794
-4,635
| -28% | -$426K | 0.21% | 90 |
|
|
2020
Q4 | $1.41M | Sell |
16,429
-25
| -0.2% | -$2.14K | 0.29% | 68 |
|
|
2020
Q3 | $1.31M | Sell |
16,454
-314
| -2% | -$25.1K | 0.3% | 66 |
|
|
2020
Q2 | $1.35M | Sell |
16,768
-2,170
| -11% | -$175K | 0.32% | 55 |
|
|
2020
Q1 | $1.32M | Buy |
18,938
+985
| +5% | +$68.6K | 0.38% | 46 |
|
|
2019
Q4 | $1.67M | Buy |
17,953
+4,510
| +34% | +$420K | 0.41% | 48 |
|
|
2019
Q3 | $1.26M | Sell |
13,443
-3,565
| -21% | -$333K | 0.42% | 55 |
|
|
2019
Q2 | $1.49M | Buy |
17,008
+25
| +0.1% | +$2.18K | 0.42% | 45 |
|
|
2019
Q1 | $1.48M | Buy |
16,983
+3,400
| +25% | +$296K | 0.42% | 48 |
|
|
2018
Q4 | $1.02M | Sell |
13,583
-125
| -0.9% | -$9.37K | 0.33% | 66 |
|
|
2018
Q3 | $1.06M | Sell |
13,708
-845
| -6% | -$65.2K | 0.34% | 67 |
|
|
2018
Q2 | $1.17M | Sell |
14,553
-490
| -3% | -$39.5K | 0.38% | 63 |
|
|
2018
Q1 | $1.14M | Sell |
15,043
-1,135
| -7% | -$85.6K | 0.39% | 62 |
|
|
2017
Q4 | $1.31M | Sell |
16,178
-470
| -3% | -$38.1K | 0.46% | 50 |
|
|
2017
Q3 | $1.33M | Sell |
16,648
-100
| -0.6% | -$7.99K | 0.56% | 44 |
|
|
2017
Q2 | $1.34M | Sell |
16,748
-2,033
| -11% | -$162K | 0.66% | 35 |
|
|
2017
Q1 | $1.47M | Sell |
18,781
-122
| -0.6% | -$9.58K | 0.76% | 33 |
|
|
2016
Q4 | $1.45M | Buy |
+18,903
| New | +$1.45M | 0.77% | 34 |
|