Hexagon Capital Partners’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 | – | Sell |
-1,648
| Closed | -$158K | – | 910 |
|
2025
Q1 | $158K | Sell |
1,648
-17
| -1% | -$1.63K | 0.03% | 250 |
|
2024
Q4 | $155K | Sell |
1,665
-272
| -14% | -$25.3K | 0.03% | 254 |
|
2024
Q3 | $197K | Sell |
1,937
-1
| -0.1% | -$102 | 0.04% | 217 |
|
2024
Q2 | $170K | Sell |
1,938
-40
| -2% | -$3.51K | 0.04% | 223 |
|
2024
Q1 | $178K | Sell |
1,978
-649
| -25% | -$58.3K | 0.04% | 221 |
|
2023
Q4 | $240K | Sell |
2,627
-3,057
| -54% | -$279K | 0.06% | 166 |
|
2023
Q3 | $444K | Sell |
5,684
-806
| -12% | -$63K | 0.12% | 85 |
|
2023
Q2 | $562K | Sell |
6,490
-433
| -6% | -$37.5K | 0.15% | 67 |
|
2023
Q1 | $588K | Sell |
6,923
-48
| -0.7% | -$4.08K | 0.16% | 63 |
|
2022
Q4 | $587K | Sell |
6,971
-495
| -7% | -$41.7K | 0.17% | 61 |
|
2022
Q3 | $608K | Sell |
7,466
-10
| -0.1% | -$814 | 0.18% | 63 |
|
2022
Q2 | $688K | Sell |
7,476
-30
| -0.4% | -$2.76K | 0.21% | 60 |
|
2022
Q1 | $812K | Hold |
7,506
| – | – | 0.21% | 55 |
|
2021
Q4 | $872K | Hold |
7,506
| – | – | 0.23% | 52 |
|
2021
Q3 | $769K | Sell |
7,506
-114
| -1% | -$11.7K | 0.22% | 54 |
|
2021
Q2 | $777K | Buy |
7,620
+64
| +0.8% | +$6.53K | 0.22% | 51 |
|
2021
Q1 | $694K | Sell |
7,556
-241
| -3% | -$22.1K | 0.19% | 50 |
|
2020
Q4 | $667K | Sell |
7,797
-6
| -0.1% | -$513 | 0.2% | 47 |
|
2020
Q3 | $620K | Buy |
+7,803
| New | +$620K | 0.2% | 48 |
|