Jones Financial Companies’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 | $660K | Buy |
7,012
+868
| +14% | +$81.7K | ﹤0.01% | 1174 |
|
|
2025
Q1 | $582K | Buy |
6,144
+4,036
| +191% | +$382K | ﹤0.01% | 1063 |
|
|
2024
Q4 | $196K | Buy |
2,108
+1,101
| +109% | +$102K | ﹤0.01% | 1365 |
|
|
2024
Q3 | $102K | Buy |
1,007
+887
| +739% | +$89.7K | ﹤0.01% | 1397 |
|
|
2024
Q2 | $10.5K | Buy |
+120
| New | +$10.5K | ﹤0.01% | 1747 |
|
|
2023
Q3 | – | Sell |
-313
| Closed | -$27.1K | – | 703 |
|
|
2023
Q2 | $27.1K | Buy |
+313
| New | +$27.1K | ﹤0.01% | 401 |
|
|
2022
Q1 | – | Sell |
-600
| Closed | -$70K | – | 768 |
|
|
2021
Q4 | $70K | Sell |
600
-325
| -35% | -$37.9K | ﹤0.01% | 331 |
|
|
2021
Q3 | $95K | Buy |
925
+325
| +54% | +$33.4K | ﹤0.01% | 278 |
|
|
2021
Q2 | $61K | Buy |
+600
| New | +$61K | ﹤0.01% | 301 |
|