HGI Capital Management’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 |
-2,751
| Closed | -$263K | – | 26 |
|
|
2025
Q1 | $263K | Buy |
+2,751
| New | +$263K | 0.33% | 22 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 75 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 77 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 62 |
|
|
2020
Q2 | – | Sell |
-816
| Closed | -$57K | – | 55 |
|
|
2020
Q1 | $57K | Buy |
+816
| New | +$57K | 0.05% | 46 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 64 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 65 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 69 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 58 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 46 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 50 |
|
|
2018
Q2 | – | Hold |
0
| – | – | – | 46 |
|
|
2018
Q1 | – | Hold |
0
| – | – | – | 25 |
|
|
2017
Q4 | – | Hold |
0
| – | – | – | 22 |
|
|
2017
Q3 | – | Hold |
0
| – | – | – | 24 |
|