HM Payson & Co’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
Q1 | $43.7K | Hold |
456
| – | – | ﹤0.01% | 667 |
|
|
2024
Q4 | $42.4K | Hold |
456
| – | – | ﹤0.01% | 668 |
|
|
2024
Q3 | $46.5K | Hold |
456
| – | – | ﹤0.01% | 642 |
|
|
2024
Q2 | $40K | Hold |
456
| – | – | ﹤0.01% | 637 |
|
|
2024
Q1 | $41K | Hold |
456
| – | – | ﹤0.01% | 631 |
|
|
2023
Q4 | $41.7K | Hold |
456
| – | – | ﹤0.01% | 628 |
|
|
2023
Q3 | $35.6K | Hold |
456
| – | – | ﹤0.01% | 644 |
|
|
2023
Q2 | $39.5K | Sell |
456
-220
| -33% | -$19K | ﹤0.01% | 624 |
|
|
2023
Q1 | $57.4K | Hold |
676
| – | – | ﹤0.01% | 550 |
|
|
2022
Q4 | $56.9K | Hold |
676
| – | – | ﹤0.01% | 540 |
|
|
2022
Q3 | $55K | Sell |
676
-454
| -40% | -$36.9K | ﹤0.01% | 558 |
|
|
2022
Q2 | $104K | Buy |
1,130
+674
| +148% | +$62K | ﹤0.01% | 467 |
|
|
2022
Q1 | $49K | Hold |
456
| – | – | ﹤0.01% | 605 |
|
|
2021
Q4 | $53K | Hold |
456
| – | – | ﹤0.01% | 595 |
|
|
2021
Q3 | $47K | Hold |
456
| – | – | ﹤0.01% | 601 |
|
|
2021
Q2 | $46K | Sell |
456
-9
| -2% | -$908 | ﹤0.01% | 596 |
|
|
2021
Q1 | $43K | Buy |
465
+9
| +2% | +$832 | ﹤0.01% | 629 |
|
|
2020
Q4 | $39K | Hold |
456
| – | – | ﹤0.01% | 645 |
|
|
2020
Q3 | $36K | Hold |
456
| – | – | ﹤0.01% | 623 |
|
|
2020
Q2 | $36K | Hold |
456
| – | – | ﹤0.01% | 566 |
|
|
2020
Q1 | $32K | Hold |
456
| – | – | ﹤0.01% | 558 |
|
|
2019
Q4 | $42K | Hold |
456
| – | – | ﹤0.01% | 613 |
|
|
2019
Q3 | $43K | Hold |
456
| – | – | ﹤0.01% | 619 |
|
|
2019
Q2 | $40K | Buy |
+456
| New | +$40K | ﹤0.01% | 637 |
|