Kingsview Wealth 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
Q1 | – | Sell |
-37,064
| Closed | -$3.45M | – | 1143 |
|
|
2024
Q4 | $3.45M | Buy |
+37,064
| New | +$3.45M | 0.07% | 271 |
|
|
2022
Q3 | – | Sell |
-2,383
| Closed | -$219K | – | 854 |
|
|
2022
Q2 | $219K | Sell |
2,383
-1,199
| -33% | -$110K | 0.01% | 742 |
|
|
2022
Q1 | $388K | Buy |
3,582
+1,243
| +53% | +$135K | 0.02% | 628 |
|
|
2021
Q4 | $272K | Buy |
2,339
+155
| +7% | +$18K | 0.01% | 758 |
|
|
2021
Q3 | $224K | Buy |
2,184
+38
| +2% | +$3.9K | 0.01% | 769 |
|
|
2021
Q2 | $220K | Sell |
2,146
-4
| -0.2% | -$410 | 0.01% | 800 |
|
|
2021
Q1 | $201K | Buy |
+2,150
| New | +$201K | 0.01% | 771 |
|
|
2020
Q4 | – | Sell |
-3,375
| Closed | -$269K | – | 712 |
|
|
2020
Q3 | $269K | Buy |
3,375
+195
| +6% | +$15.5K | 0.02% | 500 |
|
|
2020
Q2 | $251K | Buy |
+3,180
| New | +$251K | 0.03% | 477 |
|