IFAM
Institutional & Family Asset Management’s iShares US Real Estate ETF IYR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $10.1M | Buy |
114,844
+4,630
| +4% | +$406K | 1.54% | 15 |
|
|
2024
Q1 | $9.91M | Buy |
110,214
+58,850
| +115% | +$5.29M | 1.58% | 11 |
|
|
2023
Q4 | $4.7M | Sell |
51,364
-64,287
| -56% | -$5.88M | 0.77% | 32 |
|
|
2023
Q3 | $9.04M | Buy |
115,651
+2,784
| +2% | +$218K | 1.48% | 12 |
|
|
2023
Q2 | $9.77M | Buy |
112,867
+8,026
| +8% | +$695K | 1.59% | 12 |
|
|
2023
Q1 | $8.9M | Sell |
104,841
-1,226
| -1% | -$104K | 1.47% | 11 |
|
|
2022
Q4 | $8.93M | Buy |
106,067
+7,519
| +8% | +$633K | 1.48% | 11 |
|
|
2022
Q3 | $8.02M | Sell |
98,548
-400
| -0.4% | -$32.6K | 1.42% | 11 |
|
|
2022
Q2 | $9.1M | Buy |
98,948
+173
| +0.2% | +$15.9K | 1.57% | 10 |
|
|
2022
Q1 | $10.7M | Buy |
98,775
+5,155
| +6% | +$558K | 1.67% | 10 |
|
|
2021
Q4 | $10.9M | Sell |
93,620
-10,557
| -10% | -$1.23M | 1.69% | 10 |
|
|
2021
Q3 | $10.7M | Sell |
104,177
-1,597
| -2% | -$164K | 1.71% | 11 |
|
|
2021
Q2 | $10.8M | Buy |
105,774
+96,852
| +1,086% | +$9.87M | 1.78% | 11 |
|
|
2021
Q1 | $820K | Sell |
8,922
-98,526
| -92% | -$9.06M | 0.16% | 98 |
|
|
2020
Q4 | $9.2M | Buy |
107,448
+6,683
| +7% | +$572K | 1.93% | 10 |
|
|
2020
Q3 | $8.05M | Buy |
100,765
+9,105
| +10% | +$727K | 1.87% | 7 |
|
|
2020
Q2 | $7.22M | Sell |
91,660
-1,527
| -2% | -$120K | 1.5% | 10 |
|
|
2020
Q1 | $6.48M | Buy |
93,187
+3,639
| +4% | +$253K | 1.49% | 10 |
|
|
2019
Q4 | $8.34M | Buy |
89,548
+30,269
| +51% | +$2.82M | 1.76% | 9 |
|
|
2019
Q3 | $5.55M | Buy |
59,279
+15,783
| +36% | +$1.48M | 1.22% | 14 |
|
|
2019
Q2 | $3.8M | Sell |
43,496
-54,945
| -56% | -$4.8M | 0.82% | 33 |
|
|
2019
Q1 | $8.57M | Sell |
98,441
-8,430
| -8% | -$734K | 1.8% | 8 |
|
|
2018
Q4 | $8.01M | Sell |
106,871
-18,863
| -15% | -$1.41M | 1.8% | 9 |
|
|
2018
Q3 | $10.1M | Sell |
125,734
-1,146
| -0.9% | -$91.7K | 1.99% | 7 |
|
|
2018
Q2 | $10.2M | Sell |
126,880
-5,063
| -4% | -$408K | 2.13% | 7 |
|
|
2018
Q1 | $9.96M | Sell |
131,943
-27,678
| -17% | -$2.09M | 2.11% | 6 |
|
|
2017
Q4 | $12.9M | Buy |
159,621
+9,558
| +6% | +$774K | 2.48% | 4 |
|
|
2017
Q3 | $12M | Sell |
150,063
-8,164
| -5% | -$652K | 2.41% | 4 |
|
|
2017
Q2 | $12.6M | Buy |
158,227
+8,307
| +6% | +$663K | 3.09% | 4 |
|
|
2017
Q1 | $11.8M | Sell |
149,920
-455
| -0.3% | -$35.7K | 3.66% | 4 |
|
|
2016
Q4 | $11.6M | Buy |
150,375
+32,829
| +28% | +$2.53M | 3.65% | 4 |
|
|
2016
Q3 | $9.48M | Buy |
117,546
+3,356
| +3% | +$271K | 3.15% | 5 |
|
|
2016
Q2 | $9.41M | Sell |
114,190
-33,442
| -23% | -$2.76M | 3.27% | 4 |
|
|
2016
Q1 | $11.1M | Sell |
147,632
-394
| -0.3% | -$29.6K | 4.14% | 2 |
|
|
2015
Q4 | $11.1M | Buy |
+148,026
| New | +$11.1M | 4.15% | 2 |
|