Investment Advisory Group’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 | $389K | Sell |
4,110
-24
| -0.6% | -$2.27K | 0.12% | 115 |
|
|
2025
Q1 | $396K | Buy |
4,134
+150
| +4% | +$14.4K | 0.13% | 108 |
|
|
2024
Q4 | $371K | Hold |
3,984
| – | – | 0.12% | 110 |
|
|
2024
Q3 | $406K | Sell |
3,984
-12
| -0.3% | -$1.22K | 0.14% | 107 |
|
|
2024
Q2 | $351K | Hold |
3,996
| – | – | 0.14% | 106 |
|
|
2024
Q1 | $359K | Hold |
3,996
| – | – | 0.15% | 99 |
|
|
2023
Q4 | $365K | Buy |
3,996
+112
| +3% | +$10.2K | 0.17% | 99 |
|
|
2023
Q3 | $303K | Hold |
3,884
| – | – | 0.16% | 97 |
|
|
2023
Q2 | $336K | Hold |
3,884
| – | – | 0.17% | 93 |
|
|
2023
Q1 | $330K | Sell |
3,884
-1,425
| -27% | -$121K | 0.19% | 91 |
|
|
2022
Q4 | $447K | Hold |
5,309
| – | – | 0.27% | 77 |
|
|
2022
Q3 | $432K | Buy |
5,309
+25
| +0.5% | +$2.03K | 0.3% | 67 |
|
|
2022
Q2 | $484K | Buy |
5,284
+50
| +1% | +$4.58K | 0.33% | 64 |
|
|
2022
Q1 | $566K | Hold |
5,234
| – | – | 0.34% | 59 |
|
|
2021
Q4 | $545K | Buy |
+5,234
| New | +$545K | 0.35% | 57 |
|