JGC
J. Goldman & Co’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 | $15.8M | Buy |
166,200
+52,619
| +46% | +$4.99M | 0.38% | 66 |
|
|
2025
Q1 | $10.9M | Buy |
113,581
+70,000
| +161% | +$6.7M | 0.27% | 88 |
|
|
2024
Q4 | $4.06M | Sell |
43,581
-9,137
| -17% | -$850K | 0.11% | 161 |
|
|
2024
Q3 | $5.37M | Sell |
52,718
-3,698
| -7% | -$377K | 0.15% | 104 |
|
|
2024
Q2 | $4.95M | Buy |
56,416
+18,671
| +49% | +$1.64M | 0.14% | 125 |
|
|
2024
Q1 | $3.39M | Hold |
37,745
| – | – | 0.11% | 122 |
|
|
2023
Q4 | $3.45M | Hold |
37,745
| – | – | 0.14% | 103 |
|
|
2023
Q3 | $2.95M | Sell |
37,745
-12,218
| -24% | -$955K | 0.1% | 118 |
|
|
2023
Q2 | $4.32M | Buy |
49,963
+43,963
| +733% | +$3.8M | 0.16% | 99 |
|
|
2023
Q1 | $509K | Buy |
+6,000
| New | +$509K | 0.02% | 185 |
|
|
2022
Q1 | – | Sell |
-3,978
| Closed | -$462K | – | 286 |
|
|
2021
Q4 | $462K | Buy |
3,978
+1,987
| +100% | +$231K | 0.03% | 217 |
|
|
2021
Q3 | $204K | Buy |
+1,991
| New | +$204K | 0.01% | 235 |
|
|
2020
Q4 | – | Sell |
-8,002
| Closed | -$639K | – | 329 |
|
|
2020
Q3 | $639K | Buy |
8,002
+4,671
| +140% | +$373K | 0.04% | 173 |
|
|
2020
Q2 | $263K | Sell |
3,331
-2,748
| -45% | -$217K | 0.02% | 180 |
|
|
2020
Q1 | $423K | Sell |
6,079
-14,058
| -70% | -$978K | 0.05% | 139 |
|
|
2019
Q4 | $1.87M | Buy |
+20,137
| New | +$1.87M | 0.13% | 97 |
|
|
2019
Q3 | – | Sell |
-6,500
| Closed | -$568K | – | 210 |
|
|
2019
Q2 | $568K | Buy |
+6,500
| New | +$568K | 0.04% | 128 |
|
|
2019
Q1 | – | Sell |
-112,359
| Closed | -$8.42M | – | 197 |
|
|
2018
Q4 | $8.42M | Buy |
+112,359
| New | +$8.42M | 0.65% | 23 |
|
|
2018
Q3 | – | Sell |
-50,783
| Closed | -$4.09M | – | 214 |
|
|
2018
Q2 | $4.09M | Sell |
50,783
-56,124
| -52% | -$4.52M | 0.21% | 89 |
|
|
2018
Q1 | $8.07M | Buy |
106,907
+19,382
| +22% | +$1.46M | 0.34% | 43 |
|
|
2017
Q4 | $7.09M | Sell |
87,525
-174,667
| -67% | -$14.1M | 0.37% | 44 |
|
|
2017
Q3 | $20.9M | Buy |
262,192
+72,600
| +38% | +$5.8M | 1.06% | 12 |
|
|
2017
Q2 | $15.1M | Sell |
189,592
-14,150
| -7% | -$1.13M | 0.82% | 15 |
|
|
2017
Q1 | $16M | Sell |
203,742
-46,100
| -18% | -$3.62M | 0.79% | 11 |
|
|
2016
Q4 | $19.2M | Buy |
249,842
+101,500
| +68% | +$7.81M | 1.27% | 11 |
|
|
2016
Q3 | $12M | Sell |
148,342
-317,500
| -68% | -$25.6M | 0.68% | 24 |
|
|
2016
Q2 | $38.4M | Sell |
465,842
-55,400
| -11% | -$4.56M | 2% | 2 |
|
|
2016
Q1 | $40.6M | Buy |
521,242
+408,700
| +363% | +$31.8M | 2.52% | 3 |
|
|
2015
Q4 | $8.45M | Sell |
112,542
-9,964
| -8% | -$748K | 0.87% | 14 |
|
|
2015
Q3 | $8.69M | Buy |
122,506
+1,166
| +1% | +$82.7K | 0.74% | 17 |
|
|
2015
Q2 | $8.65M | Sell |
121,340
-78,660
| -39% | -$5.61M | 0.53% | 27 |
|
|
2015
Q1 | $15.9M | Buy |
+200,000
| New | +$15.9M | 0.98% | 8 |
|
|
2013
Q4 | – | Hold |
0
| – | – | – | 178 |
|
|
2013
Q3 | – | Hold |
0
| – | – | – | 190 |
|
|
2013
Q2 | – | Hold |
0
| – | – | – | 173 |
|