Integrated Advisors Network’s iShares US Real Estate ETF IYR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $709K | Sell |
7,503
-5,769
| -43% | -$560K | 0.04% | 392 |
|
|
2025
Q4 | $1.25M | Sell |
13,272
-1,435
| -10% | -$137K | 0.06% | 307 |
|
|
2025
Q3 | $1.43M | Sell |
14,707
-2,789
| -16% | -$268K | 0.06% | 296 |
|
|
2025
Q2 | $1.66M | Buy |
17,496
+1,056
| +6% | +$98.5K | 0.07% | 266 |
|
|
2025
Q1 | $1.57M | Buy |
16,440
+951
| +6% | +$90.5K | 0.08% | 241 |
|
|
2024
Q4 | $1.44M | Sell |
15,489
-7,519
| -33% | -$741K | 0.07% | 251 |
|
|
2024
Q3 | $2.34M | Buy |
23,008
+8,233
| +56% | +$793K | 0.11% | 197 |
|
|
2024
Q2 | $1.3M | Sell |
14,775
-123
| -0.8% | -$10.6K | 0.07% | 264 |
|
|
2024
Q1 | $1.34M | Buy |
14,898
+539
| +4% | +$47.7K | 0.07% | 258 |
|
|
2023
Q4 | $1.31M | Buy |
14,359
+1,605
| +13% | +$131K | 0.07% | 248 |
|
|
2023
Q3 | $997K | Sell |
12,754
-510
| -4% | -$43.5K | 0.06% | 279 |
|
|
2023
Q2 | $1.15M | Sell |
13,264
-334
| -2% | -$28.1K | 0.07% | 261 |
|
|
2023
Q1 | $1.15M | Buy |
13,598
+2,449
| +22% | +$214K | 0.07% | 264 |
|
|
2022
Q4 | $939K | Sell |
11,149
-34,507
| -76% | -$2.9M | 0.06% | 306 |
|
|
2022
Q3 | $3.72M | Sell |
45,656
-2,491
| -5% | -$236K | 0.25% | 105 |
|
|
2022
Q2 | $4.43M | Buy |
48,147
+907
| +2% | +$90.4K | 0.29% | 97 |
|
|
2022
Q1 | $5.11M | Buy |
47,240
+1,126
| +2% | +$119K | 0.3% | 79 |
|
|
2021
Q4 | $5.36M | Buy |
46,114
+1,165
| +3% | +$128K | 0.32% | 70 |
|
|
2021
Q3 | $4.6M | Buy |
44,949
+8,299
| +23% | +$883K | 0.31% | 81 |
|
|
2021
Q2 | $3.74M | Buy |
36,650
+33,013
| +908% | +$3.28M | 0.27% | 103 |
|
|
2021
Q1 | $334K | Buy |
3,637
+1,137
| +45% | +$99.8K | 0.03% | 403 |
|
|
2020
Q4 | $214K | Buy |
+2,500
| New | +$208K | 0.02% | 464 |
|
Other funds holding IYR
WI
CBU
IMPI