Interval Partners’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 |
-31,926
| Closed | -$3.06M | – | 337 |
|
|
2025
Q1 | $3.06M | Buy |
31,926
+17,176
| +116% | +$1.64M | 0.06% | 153 |
|
|
2024
Q4 | $1.37M | Buy |
+14,750
| New | +$1.37M | 0.03% | 211 |
|
|
2023
Q1 | – | Sell |
-109,971
| Closed | -$9.26M | – | 237 |
|
|
2022
Q4 | $9.26M | Buy |
109,971
+28,721
| +35% | +$2.42M | 0.55% | 46 |
|
|
2022
Q3 | $6.62M | Buy |
+81,250
| New | +$6.62M | 0.29% | 86 |
|
|
2020
Q2 | – | Sell |
-20,439
| Closed | -$1.42M | – | 194 |
|
|
2020
Q1 | $1.42M | Buy |
+20,439
| New | +$1.42M | 0.11% | 95 |
|
|
2019
Q1 | – | Sell |
-9,426
| Closed | -$706K | – | 176 |
|
|
2018
Q4 | $706K | Sell |
9,426
-30,574
| -76% | -$2.29M | 0.04% | 131 |
|
|
2018
Q3 | $3.2M | Buy |
+40,000
| New | +$3.2M | 0.13% | 99 |
|
|
2018
Q2 | – | Sell |
-95,000
| Closed | -$7.17M | – | 177 |
|
|
2018
Q1 | $7.17M | Buy |
+95,000
| New | +$7.17M | 0.32% | 72 |
|
|
2015
Q4 | – | Hold |
0
| – | – | – | 132 |
|
|
2015
Q3 | – | Hold |
0
| – | – | – | 128 |
|