Kayne Anderson Rudnick Investment Management’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 | $92.4K | Hold |
975
| – | – | ﹤0.01% | 569 |
|
|
2025
Q1 | $93.4K | Hold |
975
| – | – | ﹤0.01% | 540 |
|
|
2024
Q4 | $90.8K | Hold |
975
| – | – | ﹤0.01% | 506 |
|
|
2024
Q3 | $99.4K | Buy |
975
+749
| +331% | +$76.4K | ﹤0.01% | 501 |
|
|
2024
Q2 | $19.8K | Hold |
226
| – | – | ﹤0.01% | 589 |
|
|
2024
Q1 | $20.3K | Hold |
226
| – | – | ﹤0.01% | 590 |
|
|
2023
Q4 | $20.7K | Hold |
226
| – | – | ﹤0.01% | 574 |
|
|
2023
Q3 | $17.7K | Hold |
226
| – | – | ﹤0.01% | 566 |
|
|
2023
Q2 | $19.6K | Hold |
226
| – | – | ﹤0.01% | 562 |
|
|
2023
Q1 | $19.2K | Hold |
226
| – | – | ﹤0.01% | 545 |
|
|
2022
Q4 | $19K | Hold |
226
| – | – | ﹤0.01% | 559 |
|
|
2022
Q3 | $18K | Hold |
226
| – | – | ﹤0.01% | 539 |
|
|
2022
Q2 | $21K | Hold |
226
| – | – | ﹤0.01% | 520 |
|
|
2022
Q1 | $24K | Hold |
226
| – | – | ﹤0.01% | 504 |
|
|
2021
Q4 | $26K | Hold |
226
| – | – | ﹤0.01% | 505 |
|
|
2021
Q3 | $23K | Sell |
226
-236
| -51% | -$24K | ﹤0.01% | 502 |
|
|
2021
Q2 | $47K | Hold |
462
| – | – | ﹤0.01% | 472 |
|
|
2021
Q1 | $42K | Buy |
462
+267
| +137% | +$24.3K | ﹤0.01% | 466 |
|
|
2020
Q4 | $17K | Buy |
+195
| New | +$17K | ﹤0.01% | 477 |
|
|
2017
Q1 | – | Sell |
-2,762
| Closed | -$213K | – | 341 |
|
|
2016
Q4 | $213K | Buy |
+2,762
| New | +$213K | ﹤0.01% | 328 |
|