HM Payson & Co’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $6.63K | Sell |
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|
2025
Q1 | $43.7K | Hold |
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|
2024
Q4 | $42.4K | Hold |
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|
2024
Q3 | $46.5K | Hold |
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|
2024
Q2 | $40K | Hold |
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|
2024
Q1 | $41K | Hold |
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|
2023
Q4 | $41.7K | Hold |
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|
2023
Q3 | $35.6K | Hold |
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|
2023
Q2 | $39.5K | Sell |
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|
2023
Q1 | $57.4K | Hold |
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|
2022
Q4 | $56.9K | Hold |
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|
2022
Q3 | $55K | Sell |
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|
2022
Q2 | $104K | Buy |
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|
2022
Q1 | $49K | Hold |
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|
2021
Q4 | $53K | Hold |
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|
2021
Q3 | $47K | Hold |
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|
2021
Q2 | $46K | Sell |
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|
2021
Q1 | $43K | Buy |
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|
2020
Q4 | $39K | Hold |
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|
2020
Q3 | $36K | Hold |
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|
2020
Q2 | $36K | Hold |
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|
2020
Q1 | $32K | Hold |
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|
2019
Q4 | $42K | Hold |
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|
2019
Q3 | $43K | Hold |
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|
2019
Q2 | $40K | Buy |
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