Joel Isaacson & Co’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 |
-2,156
| Closed | -$206K | – | 426 |
|
|
2025
Q1 | $206K | Buy |
2,156
+5
| +0.2% | +$479 | 0.01% | 376 |
|
|
2024
Q4 | $200K | Buy |
2,151
+9
| +0.4% | +$838 | 0.01% | 362 |
|
|
2024
Q3 | $218K | Buy |
+2,142
| New | +$218K | 0.01% | 341 |
|
|
2022
Q2 | – | Sell |
-2,266
| Closed | -$245K | – | 309 |
|
|
2022
Q1 | $245K | Buy |
+2,266
| New | +$245K | 0.02% | 274 |
|
|
2021
Q3 | – | Sell |
-2,253
| Closed | -$230K | – | 311 |
|
|
2021
Q2 | $230K | Buy |
2,253
+8
| +0.4% | +$817 | 0.02% | 265 |
|
|
2021
Q1 | $206K | Buy |
+2,245
| New | +$206K | 0.02% | 258 |
|
|
2017
Q1 | – | Sell |
-762
| Closed | -$59K | – | 354 |
|
|
2016
Q4 | $59K | Hold |
762
| – | – | 0.01% | 280 |
|
|
2016
Q3 | $61K | Hold |
762
| – | – | 0.01% | 297 |
|
|
2016
Q2 | $63K | Buy |
+762
| New | +$63K | 0.01% | 295 |
|