Keel Point’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 | $734K | Buy |
7,740
+1,193
| +18% | +$113K | 0.05% | 225 |
|
|
2025
Q1 | $627K | Buy |
6,547
+43
| +0.7% | +$4.12K | 0.05% | 204 |
|
|
2024
Q4 | $605K | Hold |
6,504
| – | – | 0.05% | 199 |
|
|
2024
Q3 | $663K | Buy |
6,504
+2
| +0% | +$204 | 0.06% | 189 |
|
|
2024
Q2 | $621K | Buy |
6,502
+45
| +0.7% | +$4.3K | 0.06% | 196 |
|
|
2024
Q1 | $580K | Sell |
6,457
-91
| -1% | -$8.18K | 0.06% | 172 |
|
|
2023
Q4 | $599K | Sell |
6,548
-3,341
| -34% | -$305K | 0.07% | 156 |
|
|
2023
Q3 | $773K | Hold |
9,889
| – | – | 0.11% | 125 |
|
|
2023
Q2 | $856K | Sell |
9,889
-14,657
| -60% | -$1.27M | 0.11% | 118 |
|
|
2023
Q1 | $2.08M | Hold |
24,546
| – | – | 0.3% | 67 |
|
|
2022
Q4 | $2.07M | Hold |
24,546
| – | – | 0.32% | 67 |
|
|
2022
Q3 | $2M | Hold |
24,546
| – | – | 0.34% | 61 |
|
|
2022
Q2 | $2.49M | Sell |
24,546
-3,604
| -13% | -$365K | 0.39% | 58 |
|
|
2022
Q1 | $3.05M | Buy |
28,150
+6,260
| +29% | +$677K | 0.46% | 54 |
|
|
2021
Q4 | $2.54M | Buy |
21,890
+1,341
| +7% | +$156K | 0.29% | 60 |
|
|
2021
Q3 | $2.1M | Sell |
20,549
-7,963
| -28% | -$815K | 0.27% | 70 |
|
|
2021
Q2 | $2.91M | Buy |
28,512
+19,450
| +215% | +$1.98M | 0.32% | 67 |
|
|
2021
Q1 | $833K | Buy |
9,062
+362
| +4% | +$33.3K | 0.08% | 125 |
|
|
2020
Q4 | $745K | Buy |
8,700
+711
| +9% | +$60.9K | 0.07% | 125 |
|
|
2020
Q3 | $638K | Buy |
7,989
+3,962
| +98% | +$316K | 0.06% | 116 |
|
|
2020
Q2 | $317K | Sell |
4,027
-14,459
| -78% | -$1.14M | 0.03% | 153 |
|
|
2020
Q1 | $1.29M | Sell |
18,486
-3,050
| -14% | -$212K | 0.17% | 64 |
|
|
2019
Q4 | $2.01M | Buy |
21,536
+242
| +1% | +$22.5K | 0.22% | 49 |
|
|
2019
Q3 | $1.99M | Sell |
21,294
-32,972
| -61% | -$3.08M | 0.24% | 46 |
|
|
2019
Q2 | $4.74M | Sell |
54,266
-46,029
| -46% | -$4.02M | 0.54% | 34 |
|
|
2019
Q1 | $8.73M | Sell |
100,295
-11,877
| -11% | -$1.03M | 1.01% | 20 |
|
|
2018
Q4 | $8.41M | Buy |
+112,172
| New | +$8.41M | 1.14% | 18 |
|