IA
IFP 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 | $162K | Sell |
1,707
-72,794
| -98% | -$6.9M | ﹤0.01% | 1372 |
|
|
2025
Q1 | $7.13M | Sell |
74,501
-33
| -0% | -$3.16K | 0.22% | 96 |
|
|
2024
Q4 | $6.94M | Buy |
74,534
+70,746
| +1,868% | +$6.58M | 0.23% | 88 |
|
|
2024
Q3 | $386K | Sell |
3,788
-86,656
| -96% | -$8.83M | 0.01% | 794 |
|
|
2024
Q2 | $7.94M | Sell |
90,444
-23,171
| -20% | -$2.03M | 0.31% | 65 |
|
|
2024
Q1 | $10.2M | Buy |
113,615
+4,560
| +4% | +$410K | 0.45% | 49 |
|
|
2023
Q4 | $9.97M | Buy |
109,055
+106,048
| +3,527% | +$9.69M | 0.47% | 44 |
|
|
2023
Q3 | $236K | Sell |
3,007
-564
| -16% | -$44.4K | 0.01% | 891 |
|
|
2023
Q2 | $311K | Sell |
3,571
-127,707
| -97% | -$11.1M | 0.01% | 828 |
|
|
2023
Q1 | $10.3M | Buy |
131,278
+126,856
| +2,869% | +$9.95M | 0.45% | 46 |
|
|
2022
Q4 | $369K | Sell |
4,422
-89,991
| -95% | -$7.51M | 0.01% | 1032 |
|
|
2022
Q3 | $7.41M | Buy |
94,413
+149
| +0.2% | +$11.7K | 0.19% | 103 |
|
|
2022
Q2 | $7.4M | Hold |
94,264
| – | – | 0.24% | 94 |
|
|
2022
Q1 | $7.4M | Sell |
94,264
-16,058
| -15% | -$1.26M | 0.24% | 94 |
|
|
2021
Q4 | $12.8M | Buy |
110,322
+25,026
| +29% | +$2.91M | 0.25% | 43 |
|
|
2021
Q3 | $8.75M | Buy |
85,296
+73,444
| +620% | +$7.53M | 0.18% | 64 |
|
|
2021
Q2 | $1.21M | Buy |
11,852
+6,234
| +111% | +$634K | 0.02% | 338 |
|
|
2021
Q1 | $518K | Sell |
5,618
-755
| -12% | -$69.6K | 0.01% | 504 |
|
|
2020
Q4 | $545K | Sell |
6,373
-835
| -12% | -$71.4K | 0.02% | 483 |
|
|
2020
Q3 | $574K | Sell |
7,208
-127,993
| -95% | -$10.2M | 0.03% | 401 |
|
|
2020
Q2 | $10.5M | Sell |
135,201
-26,665
| -16% | -$2.08M | 0.83% | 16 |
|
|
2020
Q1 | $11.3M | Sell |
161,866
-17,552
| -10% | -$1.23M | 1.15% | 11 |
|
|
2019
Q4 | $16.6M | Buy |
179,418
+1,424
| +0.8% | +$132K | 1.25% | 6 |
|
|
2019
Q3 | $16.6M | Buy |
+177,994
| New | +$16.6M | 1.11% | 8 |
|
|
2019
Q1 | $10.6M | Buy |
122,198
+61,863
| +103% | +$5.39M | 1.45% | 8 |
|
|
2018
Q4 | $4.51M | Sell |
60,335
-9,049
| -13% | -$676K | 0.27% | 82 |
|
|
2018
Q3 | $5.55M | Sell |
69,384
-1,155
| -2% | -$92.4K | 0.23% | 96 |
|
|
2018
Q2 | $5.68M | Sell |
70,539
-14,716
| -17% | -$1.19M | 0.24% | 97 |
|
|
2018
Q1 | $6.91M | Hold |
85,255
| – | – | 0.31% | 68 |
|
|
2017
Q4 | $6.91M | Sell |
85,255
-10,627
| -11% | -$861K | 0.31% | 68 |
|
|
2017
Q3 | $7.66M | Buy |
95,882
+6,807
| +8% | +$544K | 0.3% | 67 |
|
|
2017
Q2 | $7.11M | Sell |
89,075
-4,205
| -5% | -$335K | 0.3% | 63 |
|
|
2017
Q1 | $7.32M | Buy |
93,280
+67,737
| +265% | +$5.32M | 0.32% | 65 |
|
|
2016
Q4 | $1.97M | Sell |
25,543
-187,329
| -88% | -$14.4M | 0.09% | 231 |
|
|
2016
Q3 | $17.2M | Buy |
212,872
+28,300
| +15% | +$2.28M | 0.89% | 10 |
|
|
2016
Q2 | $15.2M | Buy |
184,572
+62,374
| +51% | +$5.14M | 0.85% | 13 |
|
|
2016
Q1 | $10.6M | Sell |
122,198
-7,965
| -6% | -$693K | 1.45% | 8 |
|
|
2015
Q4 | $9.77M | Buy |
+130,163
| New | +$9.77M | 0.66% | 22 |
|