IHT Wealth Management’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
Q2 | – | Sell |
-2,091
| Closed | -$200K | – | 1174 |
|
|
2025
Q1 | $200K | Sell |
2,091
-361
| -15% | -$34.6K | 0.01% | 1040 |
|
|
2024
Q4 | $228K | Sell |
2,452
-789
| -24% | -$73.4K | 0.01% | 969 |
|
|
2024
Q3 | $329K | Buy |
+3,241
| New | +$329K | 0.01% | 879 |
|
|
2024
Q2 | – | Sell |
-3,324
| Closed | -$299K | – | 1054 |
|
|
2024
Q1 | $299K | Buy |
3,324
+453
| +16% | +$40.7K | 0.01% | 804 |
|
|
2023
Q4 | $262K | Hold |
2,871
| – | – | 0.01% | 816 |
|
|
2023
Q3 | $224K | Buy |
+2,871
| New | +$224K | 0.01% | 839 |
|
|
2023
Q2 | – | Sell |
-2,547
| Closed | -$216K | – | 995 |
|
|
2023
Q1 | $216K | Sell |
2,547
-50
| -2% | -$4.25K | 0.01% | 824 |
|
|
2022
Q4 | $219K | Hold |
2,597
| – | – | 0.01% | 787 |
|
|
2022
Q3 | $211K | Buy |
2,597
+57
| +2% | +$4.63K | 0.02% | 763 |
|
|
2022
Q2 | $234K | Hold |
2,540
| – | – | 0.02% | 612 |
|
|
2022
Q1 | $275K | Sell |
2,540
-526
| -17% | -$56.9K | 0.02% | 598 |
|
|
2021
Q4 | $356K | Sell |
3,066
-927
| -23% | -$108K | 0.03% | 546 |
|
|
2021
Q3 | $409K | Sell |
3,993
-1,091
| -21% | -$112K | 0.03% | 491 |
|
|
2021
Q2 | $518K | Sell |
5,084
-195
| -4% | -$19.9K | 0.03% | 521 |
|
|
2021
Q1 | $485K | Sell |
5,279
-2,064
| -28% | -$190K | 0.03% | 469 |
|
|
2020
Q4 | $629K | Sell |
7,343
-9,639
| -57% | -$826K | 0.05% | 340 |
|
|
2020
Q3 | $1.36M | Sell |
16,982
-1,950
| -10% | -$156K | 0.14% | 160 |
|
|
2020
Q2 | $1.49M | Sell |
18,932
-4,028
| -18% | -$317K | 0.2% | 111 |
|
|
2020
Q1 | $1.6M | Buy |
22,960
+663
| +3% | +$46.1K | 0.23% | 106 |
|
|
2019
Q4 | $2.08M | Buy |
22,297
+17,729
| +388% | +$1.65M | 0.25% | 93 |
|
|
2019
Q3 | $427K | Buy |
4,568
+1,111
| +32% | +$104K | 0.06% | 349 |
|
|
2019
Q2 | $302K | Buy |
3,457
+115
| +3% | +$10K | 0.04% | 396 |
|
|
2019
Q1 | $291K | Buy |
+3,342
| New | +$291K | 0.05% | 369 |
|
|
2018
Q2 | – | Sell |
-82
| Closed | -$6K | – | 905 |
|
|
2018
Q1 | $6K | Sell |
82
-122
| -60% | -$8.93K | ﹤0.01% | 1301 |
|
|
2017
Q4 | $16K | Buy |
204
+97
| +91% | +$7.61K | ﹤0.01% | 1051 |
|
|
2017
Q3 | $9K | Sell |
107
-71
| -40% | -$5.97K | ﹤0.01% | 987 |
|
|
2017
Q2 | $5 | Hold |
178
| – | – | ﹤0.01% | 1100 |
|
|
2017
Q1 | $28K | Buy |
178
+71
| +66% | +$11.2K | 0.02% | 559 |
|
|
2016
Q4 | $8K | Buy |
+107
| New | +$8K | 0.01% | 839 |
|