Janney Montgomery Scott’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 | $726K | Sell |
7,680
-281
| -4% | -$27.3K | ﹤0.01% | 1824 |
|
|
2025
Q4 | $748K | Sell |
7,961
-68
| -0.8% | -$6.48K | ﹤0.01% | 1921 |
|
|
2025
Q3 | $780K | Sell |
8,029
-116
| -1% | -$11.2K | ﹤0.01% | 1874 |
|
|
2025
Q2 | $772K | Sell |
8,145
-1,198
| -13% | -$112K | ﹤0.01% | 1756 |
|
|
2025
Q1 | $895K | Sell |
9,343
-756
| -7% | -$71.9K | ﹤0.01% | 1613 |
|
|
2024
Q4 | $940K | Sell |
10,099
-89
| -0.9% | -$8.77K | ﹤0.01% | 1570 |
|
|
2024
Q3 | $1.04M | Sell |
10,188
-2,615
| -20% | -$252K | ﹤0.01% | 1477 |
|
|
2024
Q2 | $1.12M | Buy |
12,803
+2,990
| +30% | +$256K | ﹤0.01% | 1381 |
|
|
2024
Q1 | $882K | Buy |
9,813
+829
| +9% | +$73.3K | ﹤0.01% | 1592 |
|
|
2023
Q4 | $821K | Sell |
8,984
-1,234
| -12% | -$101K | ﹤0.01% | 1568 |
|
|
2023
Q3 | $798K | Buy |
10,218
+3,122
| +44% | +$266K | ﹤0.01% | 1458 |
|
|
2023
Q2 | $614K | Sell |
7,096
-3,101
| -30% | -$260K | ﹤0.01% | 1705 |
|
|
2023
Q1 | $866K | Buy |
10,197
+2,429
| +31% | +$212K | ﹤0.01% | 1401 |
|
|
2022
Q4 | $654K | Sell |
7,768
-1,977
| -20% | -$166K | ﹤0.01% | 1596 |
|
|
2022
Q3 | $793K | Sell |
9,745
-489
| -5% | -$46.3K | ﹤0.01% | 1427 |
|
|
2022
Q2 | $949K | Sell |
10,234
-4,449
| -30% | -$444K | ﹤0.01% | 1277 |
|
|
2022
Q1 | $1.59M | Sell |
14,683
-13,209
| -47% | -$1.39M | 0.01% | 1015 |
|
|
2021
Q4 | $3.24M | Buy |
27,892
+1,891
| +7% | +$207K | 0.01% | 777 |
|
|
2021
Q3 | $2.66M | Buy |
26,001
+17,594
| +209% | +$1.87M | 0.01% | 817 |
|
|
2021
Q2 | $857K | Sell |
8,407
-558
| -6% | -$55.4K | ﹤0.01% | 1349 |
|
|
2021
Q1 | $824K | Sell |
8,965
-1,625
| -15% | -$143K | ﹤0.01% | 1296 |
|
|
2020
Q4 | $907K | Buy |
10,590
+1,030
| +11% | +$85.7K | ﹤0.01% | 1227 |
|
|
2020
Q3 | $763K | Sell |
9,560
-3,387
| -26% | -$274K | ﹤0.01% | 1214 |
|
|
2020
Q2 | $1.02M | Sell |
12,947
-9,804
| -43% | -$743K | 0.01% | 1033 |
|
|
2020
Q1 | $1.58M | Sell |
22,751
-77,402
| -77% | -$6.85M | 0.01% | 780 |
|
|
2019
Q4 | $9.32M | Buy |
100,153
+23,943
| +31% | +$2.22M | 0.06% | 298 |
|
|
2019
Q3 | $7.13M | Sell |
76,210
-1,162
| -2% | -$106K | 0.05% | 346 |
|
|
2019
Q2 | $6.75M | Buy |
77,372
+43,225
| +127% | +$3.78M | 0.05% | 345 |
|
|
2019
Q1 | $2.97M | Buy |
34,147
+7,859
| +30% | +$650K | 0.02% | 563 |
|
|
2018
Q4 | $1.97M | Buy |
26,288
+12,904
| +96% | +$1.01M | 0.02% | 646 |
|
|
2018
Q3 | $1.07M | Buy |
13,384
+2,411
| +22% | +$197K | 0.01% | 992 |
|
|
2018
Q2 | $884K | Sell |
10,973
-1,503
| -12% | -$116K | 0.01% | 1045 |
|
|
2018
Q1 | $942K | Sell |
12,476
-114,664
| -90% | -$8.7M | 0.01% | 993 |
|
|
2017
Q4 | $10.3M | Sell |
127,140
-2,229
| -2% | -$181K | 0.11% | 217 |
|
|
2017
Q3 | $10.3M | Buy |
129,369
+281
| +0.2% | +$22.6K | 0.12% | 203 |
|
|
2017
Q2 | $10.3M | Buy |
129,088
+1,752
| +1% | +$139K | 0.13% | 191 |
|
|
2017
Q1 | $9.99M | Buy |
127,336
+114,950
| +928% | +$8.97M | 0.13% | 183 |
|
|
2016
Q4 | $953K | Sell |
12,386
-235
| -2% | -$17.9K | 0.01% | 794 |
|
|
2016
Q3 | $1.02M | Sell |
12,621
-2,681
| -18% | -$222K | 0.02% | 651 |
|
|
2016
Q2 | $1.26M | Buy |
15,302
+10,917
| +249% | +$856K | 0.03% | 362 |
|
|
2016
Q1 | $341K | Sell |
4,385
-15,935
| -78% | -$1.16M | 0.01% | 911 |
|
|
2015
Q4 | $1.53M | Buy |
20,320
+4,017
| +25% | +$300K | 0.04% | 415 |
|
|
2015
Q3 | $1.16M | Sell |
16,303
-4,067
| -20% | -$296K | 0.03% | 486 |
|
|
2015
Q2 | $1.45M | Buy |
20,370
+1,941
| +11% | +$147K | 0.03% | 614 |
|
|
2015
Q1 | $1.46M | Sell |
18,429
-7,335
| -28% | -$587K | 0.03% | 697 |
|
|
2014
Q4 | $1.98M | Sell |
25,764
-1,974
| -7% | -$148K | 0.04% | 555 |
|
|
2014
Q3 | $1.92M | Sell |
27,738
-75,138
| -73% | -$5.44M | 0.04% | 535 |
|
|
2014
Q2 | $7.39M | Sell |
102,876
-800
| -0.8% | -$56.3K | 0.16% | 136 |
|
|
2014
Q1 | $7.02M | Buy |
103,676
+26,244
| +34% | +$1.74M | 0.17% | 137 |
|
|
2013
Q4 | $4.88M | Buy |
77,432
+7,770
| +11% | +$500K | 0.13% | 187 |
|
|
2013
Q3 | $4.44M | Buy |
+69,662
| New | +$4.55M | 0.13% | 186 |
|
Other funds holding IYR
WI
CBU
IMPI
