HighTower 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.5M | Buy |
47,576
+7,771
| +20% | +$755K | ﹤0.01% | 1257 |
|
|
2025
Q4 | $3.74M | Sell |
39,805
-5,894
| -13% | -$562K | ﹤0.01% | 1317 |
|
|
2025
Q3 | $4.44M | Buy |
45,699
+4,410
| +11% | +$424K | 0.01% | 1188 |
|
|
2025
Q2 | $3.91M | Sell |
41,289
-10,996
| -21% | -$1.03M | ﹤0.01% | 1197 |
|
|
2025
Q1 | $5.01M | Sell |
52,285
-25,397
| -33% | -$2.42M | 0.01% | 1048 |
|
|
2024
Q4 | $7.23M | Sell |
77,682
-195
| -0.3% | -$19.2K | 0.01% | 892 |
|
|
2024
Q3 | $7.95M | Buy |
77,877
+24,551
| +46% | +$2.36M | 0.01% | 842 |
|
|
2024
Q2 | $4.68M | Buy |
53,326
+1,172
| +2% | +$101K | 0.01% | 1032 |
|
|
2024
Q1 | $4.69M | Sell |
52,154
-61,872
| -54% | -$5.47M | 0.01% | 996 |
|
|
2023
Q4 | $10.4M | Sell |
114,026
-9,099
| -7% | -$745K | 0.02% | 693 |
|
|
2023
Q3 | $9.61M | Sell |
123,125
-1,948
| -2% | -$166K | 0.02% | 680 |
|
|
2023
Q2 | $10.8M | Buy |
125,073
+69
| +0.1% | +$5.8K | 0.02% | 613 |
|
|
2023
Q1 | $10.6M | Buy |
125,004
+925
| +0.7% | +$80.9K | 0.02% | 607 |
|
|
2022
Q4 | $10.4M | Sell |
124,079
-5,464
| -4% | -$459K | 0.02% | 598 |
|
|
2022
Q3 | $10.5M | Sell |
129,543
-1,549
| -1% | -$147K | 0.03% | 550 |
|
|
2022
Q2 | $12.1M | Sell |
131,092
-23,671
| -15% | -$2.36M | 0.03% | 507 |
|
|
2022
Q1 | $16.7M | Sell |
154,763
-32,080
| -17% | -$3.39M | 0.04% | 438 |
|
|
2021
Q4 | $21.7M | Buy |
186,843
+42,364
| +29% | +$4.64M | 0.05% | 366 |
|
|
2021
Q3 | $14.8M | Buy |
144,479
+4,920
| +4% | +$524K | 0.04% | 411 |
|
|
2021
Q2 | $14.2M | Buy |
139,559
+39,212
| +39% | +$3.89M | 0.04% | 397 |
|
|
2021
Q1 | $9.23M | Buy |
100,347
+1,959
| +2% | +$172K | 0.03% | 513 |
|
|
2020
Q4 | $8.43M | Buy |
98,388
+2,056
| +2% | +$171K | 0.04% | 424 |
|
|
2020
Q3 | $7.69M | Buy |
96,332
+2,684
| +3% | +$217K | 0.04% | 413 |
|
|
2020
Q2 | $7.38M | Buy |
93,648
+1,796
| +2% | +$136K | 0.04% | 398 |
|
|
2020
Q1 | $6.39M | Buy |
91,852
+52,457
| +133% | +$4.64M | 0.04% | 384 |
|
|
2019
Q4 | $3.67M | Sell |
39,395
-20,652
| -34% | -$1.91M | 0.02% | 662 |
|
|
2019
Q3 | $5.62M | Sell |
60,047
-17,381
| -22% | -$1.58M | 0.03% | 511 |
|
|
2019
Q2 | $6.76M | Sell |
77,428
-7,082
| -8% | -$620K | 0.04% | 456 |
|
|
2019
Q1 | $7.36M | Buy |
84,510
+24,033
| +40% | +$1.99M | 0.05% | 378 |
|
|
2018
Q4 | $4.52M | Sell |
60,477
-16,622
| -22% | -$1.31M | 0.03% | 490 |
|
|
2018
Q3 | $6.17M | Buy |
77,099
+27,426
| +55% | +$2.24M | 0.04% | 447 |
|
|
2018
Q2 | $4M | Buy |
49,673
+21,783
| +78% | +$1.68M | 0.03% | 575 |
|
|
2018
Q1 | $2.11M | Buy |
27,890
+516
| +2% | +$39.2K | 0.02% | 789 |
|
|
2017
Q4 | $2.21M | Sell |
27,374
-717
| -3% | -$58.2K | 0.02% | 785 |
|
|
2017
Q3 | $2.25M | Sell |
28,091
-918
| -3% | -$73.7K | 0.02% | 777 |
|
|
2017
Q2 | $2.32M | Buy |
29,009
+13,059
| +82% | +$1.04M | 0.02% | 750 |
|
|
2017
Q1 | $1.26M | Buy |
15,950
+10,350
| +185% | +$808K | 0.01% | 936 |
|
|
2016
Q4 | $432K | Buy |
+5,600
| New | +$426K | ﹤0.01% | 1322 |
|
|
2016
Q3 | – | Sell |
-12,047
| Closed | -$993K | – | 1918 |
|
|
2016
Q2 | $993K | Buy |
12,047
+1,458
| +14% | +$114K | 0.01% | 885 |
|
|
2016
Q1 | $826K | Sell |
10,589
-158
| -1% | -$11.5K | 0.01% | 1129 |
|
|
2015
Q4 | $810K | Buy |
10,747
+2,145
| +25% | +$160K | 0.01% | 1080 |
|
|
2015
Q3 | $612K | Sell |
8,602
-9,400
| -52% | -$685K | 0.01% | 1116 |
|
|
2015
Q2 | $1.28M | Buy |
18,002
+9,196
| +104% | +$697K | 0.02% | 668 |
|
|
2015
Q1 | $698K | Sell |
8,806
-710
| -7% | -$56.8K | 0.01% | 950 |
|
|
2014
Q4 | $731K | Buy |
9,516
+3,896
| +69% | +$291K | 0.01% | 920 |
|
|
2014
Q3 | $389K | Sell |
5,620
-963
| -15% | -$69.8K | 0.01% | 1108 |
|
|
2014
Q2 | $473K | Buy |
6,583
+890
| +16% | +$62.7K | 0.01% | 1073 |
|
|
2014
Q1 | $386K | Sell |
5,693
-2,096
| -27% | -$139K | 0.01% | 1075 |
|
|
2013
Q4 | $492K | Buy |
7,789
+4,306
| +124% | +$277K | 0.01% | 968 |
|
|
2013
Q3 | $223K | Buy |
+3,483
| New | +$228K | 0.01% | 1130 |
|
Other funds holding IYR
WI
CBU
IMPI
