HoyleCohen’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $933K | Sell |
10,629
-1,620
| -13% | -$142K | 0.07% | 146 |
|
|
2024
Q1 | $1.1M | Sell |
12,249
-765
| -6% | -$68.8K | 0.08% | 142 |
|
|
2023
Q4 | $1.19M | Sell |
13,014
-785
| -6% | -$71.8K | 0.1% | 138 |
|
|
2023
Q3 | $1.08M | Sell |
13,799
-1,250
| -8% | -$97.7K | 0.1% | 132 |
|
|
2023
Q2 | $1.3M | Sell |
15,049
-1,385
| -8% | -$120K | 0.11% | 128 |
|
|
2023
Q1 | $1.4M | Sell |
16,434
-892
| -5% | -$75.7K | 0.13% | 122 |
|
|
2022
Q4 | $1.46M | Buy |
17,326
+200
| +1% | +$16.8K | 0.15% | 119 |
|
|
2022
Q3 | $1.39M | Sell |
17,126
-40
| -0.2% | -$3.26K | 0.15% | 117 |
|
|
2022
Q2 | $1.58M | Sell |
17,166
-200
| -1% | -$18.4K | 0.16% | 113 |
|
|
2022
Q1 | $1.88M | Sell |
17,366
-175
| -1% | -$18.9K | 0.16% | 112 |
|
|
2021
Q4 | $2.04M | Buy |
17,541
+20
| +0.1% | +$2.32K | 0.17% | 112 |
|
|
2021
Q3 | $1.79M | Buy |
17,521
+387
| +2% | +$39.6K | 0.17% | 113 |
|
|
2021
Q2 | $1.75K | Sell |
17,134
-140
| -0.8% | -$14 | 0.14% | 115 |
|
|
2021
Q1 | $1.59M | Buy |
17,274
+540
| +3% | +$49.6K | 0.16% | 117 |
|
|
2020
Q4 | $1.43M | Buy |
16,734
+50
| +0.3% | +$4.28K | 0.17% | 114 |
|
|
2020
Q3 | $1.33M | Sell |
16,684
-330
| -2% | -$26.3K | 0.2% | 97 |
|
|
2020
Q2 | $1.34M | Sell |
17,014
-75
| -0.4% | -$5.91K | 0.22% | 89 |
|
|
2020
Q1 | $1.19M | Buy |
17,089
+10
| +0.1% | +$696 | 0.24% | 87 |
|
|
2019
Q4 | $1.59M | Sell |
17,079
-40
| -0.2% | -$3.72K | 0.25% | 86 |
|
|
2019
Q3 | $1.6M | Sell |
17,119
-115
| -0.7% | -$10.8K | 0.27% | 83 |
|
|
2019
Q2 | $1.51M | Sell |
17,234
-380
| -2% | -$33.2K | 0.26% | 85 |
|
|
2019
Q1 | $1.53M | Sell |
17,614
-975
| -5% | -$84.9K | 0.27% | 81 |
|
|
2018
Q4 | $1.39M | Sell |
18,589
-278
| -1% | -$20.8K | 0.28% | 77 |
|
|
2018
Q3 | $1.51M | Sell |
18,867
-99
| -0.5% | -$7.92K | 0.28% | 77 |
|
|
2018
Q2 | $1.53M | Sell |
18,966
-340
| -2% | -$27.4K | 0.31% | 74 |
|
|
2018
Q1 | $1.46M | Sell |
19,306
-104
| -0.5% | -$7.85K | 0.3% | 74 |
|
|
2017
Q4 | $1.57M | Buy |
+19,410
| New | +$1.57M | 0.31% | 73 |
|