HighMark Wealth 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 | $35.6K | Hold |
375
| – | – | 0.02% | 183 |
|
|
2025
Q1 | $35.9K | Hold |
375
| – | – | 0.02% | 154 |
|
|
2024
Q4 | $34.9K | Hold |
375
| – | – | 0.02% | 156 |
|
|
2024
Q3 | $38.2K | Hold |
375
| – | – | 0.02% | 157 |
|
|
2024
Q2 | $32.9K | Hold |
375
| – | – | 0.02% | 163 |
|
|
2024
Q1 | $33.7K | Hold |
375
| – | – | 0.02% | 163 |
|
|
2023
Q4 | $34.3K | Hold |
375
| – | – | 0.03% | 154 |
|
|
2023
Q3 | $29.3K | Buy |
375
+3
| +0.8% | +$234 | 0.02% | 148 |
|
|
2023
Q2 | $32.2K | Hold |
372
| – | – | 0.02% | 146 |
|
|
2023
Q1 | $31.6K | Hold |
372
| – | – | 0.02% | 167 |
|
|
2022
Q4 | $31.3K | Hold |
372
| – | – | 0.02% | 134 |
|
|
2022
Q3 | $30K | Hold |
372
| – | – | 0.03% | 128 |
|
|
2022
Q2 | $34K | Hold |
372
| – | – | 0.03% | 120 |
|
|
2022
Q1 | $40K | Hold |
372
| – | – | 0.03% | 119 |
|
|
2021
Q4 | $43K | Hold |
372
| – | – | 0.03% | 126 |
|
|
2021
Q3 | $38K | Hold |
372
| – | – | 0.03% | 135 |
|
|
2021
Q2 | $38K | Sell |
372
-356
| -49% | -$36.4K | 0.03% | 137 |
|
|
2021
Q1 | $67K | Hold |
728
| – | – | 0.05% | 90 |
|
|
2020
Q4 | $62K | Hold |
728
| – | – | 0.05% | 85 |
|
|
2020
Q3 | $58K | Hold |
728
| – | – | 0.05% | 98 |
|
|
2020
Q2 | $57K | Hold |
728
| – | – | 0.06% | 73 |
|
|
2020
Q1 | $50K | Hold |
728
| – | – | 0.06% | 65 |
|
|
2019
Q4 | $67K | Buy |
+728
| New | +$67K | 0.07% | 67 |
|