Inscription Capital’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 |
-2,700
| Closed | -$243K | – | 523 |
|
|
2025
Q1 | $243K | Buy |
+2,700
| New | +$243K | 0.04% | 286 |
|
|
2024
Q3 | $275K | Hold |
2,700
| – | – | 0.04% | 291 |
|
|
2024
Q2 | $237K | Hold |
2,700
| – | – | 0.04% | 296 |
|
|
2024
Q1 | $243K | Hold |
2,700
| – | – | 0.04% | 286 |
|
|
2023
Q4 | $247K | Hold |
2,700
| – | – | 0.07% | 184 |
|
|
2023
Q3 | $211K | Hold |
2,700
| – | – | 0.07% | 172 |
|
|
2023
Q2 | $234K | Hold |
2,700
| – | – | 0.07% | 169 |
|
|
2023
Q1 | $229K | Hold |
2,700
| – | – | 0.06% | 185 |
|
|
2022
Q4 | $227K | Sell |
2,700
-2,610
| -49% | -$220K | 0.08% | 183 |
|
|
2022
Q3 | $432K | Hold |
5,310
| – | – | 0.12% | 120 |
|
|
2022
Q2 | $488K | Hold |
5,310
| – | – | 0.09% | 158 |
|
|
2022
Q1 | $575K | Hold |
5,310
| – | – | 0.16% | 110 |
|
|
2021
Q4 | $617K | Hold |
5,310
| – | – | 0.17% | 117 |
|
|
2021
Q3 | $544K | Buy |
+5,310
| New | +$544K | 0.17% | 116 |
|
|
2021
Q2 | – | Sell |
-5,310
| Closed | -$488K | – | 357 |
|
|
2021
Q1 | $488K | Hold |
5,310
| – | – | 0.17% | 114 |
|
|
2020
Q4 | $455K | Sell |
5,310
-390
| -7% | -$33.4K | 0.18% | 106 |
|
|
2020
Q3 | $455K | Hold |
5,700
| – | – | 0.2% | 96 |
|
|
2020
Q2 | $449K | Hold |
5,700
| – | – | 0.25% | 78 |
|
|
2020
Q1 | $397K | Hold |
5,700
| – | – | 0.26% | 77 |
|
|
2019
Q4 | $531K | Hold |
5,700
| – | – | 0.24% | 86 |
|
|
2019
Q3 | $533K | Hold |
5,700
| – | – | 0.29% | 83 |
|
|
2019
Q2 | $502K | Buy |
5,700
+390
| +7% | +$34.3K | 0.38% | 55 |
|
|
2019
Q1 | $462K | Hold |
5,310
| – | – | 0.24% | 72 |
|
|
2018
Q4 | $398K | Buy |
+5,310
| New | +$398K | 0.22% | 80 |
|