IWC
Integrated Wealth Concepts’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 | $536K | Buy |
5,661
+56
| +1% | +$5.31K | 0.01% | 1234 |
|
|
2025
Q1 | $537K | Sell |
5,605
-49
| -0.9% | -$4.69K | 0.01% | 1114 |
|
|
2024
Q4 | $526K | Sell |
5,654
-1,074
| -16% | -$99.9K | 0.01% | 1097 |
|
|
2024
Q3 | $685K | Sell |
6,728
-411
| -6% | -$41.9K | 0.01% | 953 |
|
|
2024
Q2 | $626K | Sell |
7,139
-21
| -0.3% | -$1.84K | 0.01% | 958 |
|
|
2024
Q1 | $644K | Sell |
7,160
-1,011
| -12% | -$90.9K | 0.01% | 938 |
|
|
2023
Q4 | $747K | Buy |
8,171
+999
| +14% | +$91.3K | 0.01% | 835 |
|
|
2023
Q3 | $560K | Sell |
7,172
-19,055
| -73% | -$1.49M | 0.01% | 936 |
|
|
2023
Q2 | $2.27M | Buy |
26,227
+19,427
| +286% | +$1.68M | 0.04% | 415 |
|
|
2023
Q1 | $577K | Sell |
6,800
-416
| -6% | -$35.3K | 0.01% | 809 |
|
|
2022
Q4 | $608K | Sell |
7,216
-4,802
| -40% | -$405K | 0.02% | 597 |
|
|
2022
Q3 | $979K | Buy |
12,018
+391
| +3% | +$31.9K | 0.03% | 433 |
|
|
2022
Q2 | $1.07M | Buy |
11,627
+2,588
| +29% | +$238K | 0.03% | 414 |
|
|
2022
Q1 | $978K | Sell |
9,039
-537
| -6% | -$58.1K | 0.03% | 399 |
|
|
2021
Q4 | $1.11M | Sell |
9,576
-821
| -8% | -$95.3K | 0.03% | 387 |
|
|
2021
Q3 | $1.07M | Sell |
10,397
-338,135
| -97% | -$34.6M | 0.03% | 367 |
|
|
2021
Q2 | $35.5M | Buy |
348,532
+341,861
| +5,125% | +$34.8M | 1.26% | 17 |
|
|
2021
Q1 | $613K | Buy |
6,671
+136
| +2% | +$12.5K | 0.03% | 426 |
|
|
2020
Q4 | $560K | Buy |
6,535
+2,392
| +58% | +$205K | 0.03% | 382 |
|
|
2020
Q3 | $331K | Buy |
4,143
+687
| +20% | +$54.9K | 0.02% | 430 |
|
|
2020
Q2 | $272K | Buy |
+3,456
| New | +$272K | 0.02% | 426 |
|
|
2019
Q3 | – | Sell |
-68,641
| Closed | -$5.8M | – | 432 |
|
|
2019
Q2 | $5.8M | Sell |
68,641
-15,622
| -19% | -$1.32M | 0.76% | 39 |
|
|
2019
Q1 | $7.33M | Buy |
+84,263
| New | +$7.33M | 1.24% | 26 |
|