Kestra Advisory Services’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 | $2.62M | Buy |
27,723
+2,675
| +11% | +$260K | 0.01% | 1146 |
|
|
2025
Q4 | $2.35M | Buy |
25,048
+354
| +1% | +$33.7K | 0.01% | 1122 |
|
|
2025
Q3 | $2.4M | Sell |
24,694
-875
| -3% | -$84.2K | 0.01% | 1052 |
|
|
2025
Q2 | $2.42M | Buy |
25,569
+2,465
| +11% | +$230K | 0.01% | 984 |
|
|
2025
Q1 | $2.21M | Sell |
23,104
-1,124
| -5% | -$107K | 0.01% | 940 |
|
|
2024
Q4 | $2.25M | Sell |
24,228
-3,185
| -12% | -$314K | 0.01% | 939 |
|
|
2024
Q3 | $2.79M | Sell |
27,413
-3,692
| -12% | -$356K | 0.02% | 801 |
|
|
2024
Q2 | $2.66M | Buy |
31,105
+7,009
| +29% | +$601K | 0.01% | 826 |
|
|
2024
Q1 | $2.17M | Buy |
24,096
+1,244
| +5% | +$110K | 0.01% | 838 |
|
|
2023
Q4 | $2.09M | Sell |
22,852
-3,080
| -12% | -$252K | 0.02% | 775 |
|
|
2023
Q3 | $2.03M | Buy |
25,932
+8,259
| +47% | +$704K | 0.02% | 678 |
|
|
2023
Q2 | $1.53M | Sell |
17,673
-1,346
| -7% | -$113K | 0.02% | 784 |
|
|
2023
Q1 | $1.61M | Sell |
19,019
-431
| -2% | -$37.7K | 0.02% | 730 |
|
|
2022
Q4 | $1.64M | Sell |
19,450
-1,062
| -5% | -$89.2K | 0.01% | 829 |
|
|
2022
Q3 | $1.67M | Sell |
20,512
-1,410
| -6% | -$133K | 0.02% | 739 |
|
|
2022
Q2 | $2.02M | Sell |
21,922
-197
| -0.9% | -$19.6K | 0.02% | 674 |
|
|
2022
Q1 | $2.39M | Sell |
22,119
-12,248
| -36% | -$1.29M | 0.02% | 609 |
|
|
2021
Q4 | $3.99M | Buy |
34,367
+12,903
| +60% | +$1.41M | 0.04% | 435 |
|
|
2021
Q3 | $2.2M | Buy |
21,464
+3,166
| +17% | +$337K | 0.02% | 666 |
|
|
2021
Q2 | $1.86M | Buy |
18,298
+438
| +2% | +$43.5K | 0.02% | 679 |
|
|
2021
Q1 | $1.64M | Sell |
17,860
-6,900
| -28% | -$605K | 0.02% | 663 |
|
|
2020
Q4 | $2.1M | Buy |
24,760
+7,444
| +43% | +$620K | 0.02% | 585 |
|
|
2020
Q3 | $1.38M | Buy |
+17,316
| New | +$1.4M | 0.03% | 532 |
|
Other funds holding IYR
WI
CBU
IMPI
