IA
IFG Advisors’s iShares US Real Estate ETF IYR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $342K | Buy |
3,608
+16
| +0.4% | +$1.52K | 0.06% | 121 |
|
|
2025
Q1 | $344K | Buy |
3,592
+12
| +0.3% | +$1.15K | 0.07% | 112 |
|
|
2024
Q4 | $333K | Buy |
3,580
+27
| +0.8% | +$2.51K | 0.07% | 111 |
|
|
2024
Q3 | $362K | Buy |
3,553
+21
| +0.6% | +$2.14K | 0.08% | 97 |
|
|
2024
Q2 | $310K | Buy |
3,532
+23
| +0.7% | +$2.02K | 0.07% | 104 |
|
|
2024
Q1 | $316K | Buy |
3,509
+13
| +0.4% | +$1.17K | 0.08% | 100 |
|
|
2023
Q4 | $320K | Buy |
3,496
+68
| +2% | +$6.22K | 0.09% | 90 |
|
|
2023
Q3 | $268K | Sell |
3,428
-252
| -7% | -$19.7K | 0.1% | 98 |
|
|
2023
Q2 | $318K | Buy |
3,680
+268
| +8% | +$23.2K | 0.11% | 90 |
|
|
2023
Q1 | $290K | Buy |
3,412
+18
| +0.5% | +$1.53K | 0.11% | 93 |
|
|
2022
Q4 | $286K | Buy |
3,394
+68
| +2% | +$5.73K | 0.12% | 91 |
|
|
2022
Q3 | $271K | Sell |
3,326
-373
| -10% | -$30.4K | 0.14% | 85 |
|
|
2022
Q2 | $340K | Buy |
3,699
+9
| +0.2% | +$827 | 0.17% | 73 |
|
|
2022
Q1 | $399K | Buy |
3,690
+14
| +0.4% | +$1.51K | 0.18% | 76 |
|
|
2021
Q4 | $427K | Buy |
3,676
+47
| +1% | +$5.46K | 0.18% | 69 |
|
|
2021
Q3 | $372K | Sell |
3,629
-38
| -1% | -$3.9K | 0.17% | 73 |
|
|
2021
Q2 | $374K | Buy |
3,667
+36
| +1% | +$3.67K | 0.18% | 75 |
|
|
2021
Q1 | $334K | Hold |
3,631
| – | – | 0.18% | 67 |
|
|
2020
Q4 | $311K | Buy |
3,631
+56
| +2% | +$4.8K | 0.19% | 64 |
|
|
2020
Q3 | $286K | Buy |
3,575
+20
| +0.6% | +$1.6K | 0.2% | 67 |
|
|
2020
Q2 | $280K | Buy |
3,555
+56
| +2% | +$4.41K | 0.22% | 61 |
|
|
2020
Q1 | $243K | Hold |
3,499
| – | – | 0.24% | 66 |
|
|
2019
Q4 | $326K | Buy |
3,499
+58
| +2% | +$5.4K | 0.27% | 41 |
|
|
2019
Q3 | $322K | Buy |
+3,441
| New | +$322K | 0.3% | 39 |
|