L & S Advisors’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
Sell
-3,370
Closed -$316K 251
2025
Q4
$316K Buy
+3,370
New +$321K 0.03% 311
2022
Q2
Sell
-4,414
Closed -$478K 270
2022
Q1
$478K Buy
4,414
+235
+6% +$24.8K 0.06% 213
2021
Q4
$485K Buy
4,179
+744
+22% +$81.5K 0.05% 219
2021
Q3
$352K Buy
+3,435
New +$366K 0.04% 264
2019
Q4
Sell
-2,337
Closed -$219K 323
2019
Q3
$219K Sell
2,337
-93
-4% -$8.47K 0.03% 292
2019
Q2
$212K Sell
2,430
-81
-3% -$7.09K 0.03% 306
2019
Q1
$219K Buy
+2,511
New +$208K 0.03% 301
2018
Q3
Sell
-68,928
Closed -$5.55M 338
2018
Q2
$5.55M Buy
+68,928
New +$5.31M 0.93% 29
2016
Q4
Sell
-4,877
Closed -$393K 176
2016
Q3
$393K Buy
4,877
+361
+8% +$29.9K 0.11% 97
2016
Q2
$372K Sell
4,516
-3,450
-43% -$270K 0.08% 85
2016
Q1
$620K Buy
7,966
+3,772
+90% +$274K 0.15% 56
2015
Q4
$315K Buy
+4,194
New +$313K 0.08% 74
2015
Q1
Sell
-12,119
Closed -$931K 98
2014
Q4
$931K Sell
12,119
-7,224
-37% -$540K 0.29% 61
2014
Q3
$1.34M Sell
19,343
-596
-3% -$43.2K 0.66% 23
2014
Q2
$1.43M Buy
+19,939
New +$1.4M 0.57% 49
2013
Q4
Sell
-6,346
Closed -$405K 101
2013
Q3
$405K Buy
6,346
+328
+5% +$21.4K 0.16% 70
2013
Q2
$400K Buy
+6,018
New +$425K 0.2% 53

Other funds holding IYR