LSAG
Lake Street Advisors Group’s iShares US Real Estate ETF IYR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $283K | Sell |
3,037
-831
| -21% | -$77.3K | 0.01% | 469 |
|
|
2024
Q3 | $394K | Sell |
3,868
-24,618
| -86% | -$2.51M | 0.02% | 382 |
|
|
2024
Q2 | $2.5M | Sell |
28,486
-62,080
| -69% | -$5.45M | 0.12% | 107 |
|
|
2024
Q1 | $8.14M | Sell |
90,566
-1
| -0% | -$90 | 0.38% | 49 |
|
|
2023
Q4 | $8.28M | Buy |
90,567
+526
| +0.6% | +$48.1K | 0.42% | 46 |
|
|
2023
Q3 | $7.04M | Sell |
90,041
-515
| -0.6% | -$40.2K | 0.42% | 44 |
|
|
2023
Q2 | $7.84M | Sell |
90,556
-14,433
| -14% | -$1.25M | 0.43% | 43 |
|
|
2023
Q1 | $8.91M | Sell |
104,989
-25,172
| -19% | -$2.14M | 0.55% | 36 |
|
|
2022
Q4 | $11M | Buy |
130,161
+3,191
| +3% | +$269K | 0.72% | 31 |
|
|
2022
Q3 | $10.3M | Sell |
126,970
-7,421
| -6% | -$604K | 0.75% | 29 |
|
|
2022
Q2 | $12.4M | Buy |
134,391
+164
| +0.1% | +$15.1K | 0.88% | 24 |
|
|
2022
Q1 | $14.5M | Buy |
134,227
+168
| +0.1% | +$18.2K | 0.93% | 22 |
|
|
2021
Q4 | $15.6M | Buy |
134,059
+466
| +0.3% | +$54.1K | 0.98% | 22 |
|
|
2021
Q3 | $13.7M | Sell |
133,593
-6,994
| -5% | -$716K | 1.46% | 15 |
|
|
2021
Q2 | $15M | Buy |
140,587
+4,184
| +3% | +$445K | 1.11% | 20 |
|
|
2021
Q1 | $12.5M | Buy |
136,403
+131
| +0.1% | +$12K | 1.02% | 24 |
|
|
2020
Q4 | $11.7M | Sell |
136,272
-492
| -0.4% | -$42.1K | 0.97% | 25 |
|
|
2020
Q3 | $10.9M | Sell |
136,764
-2,795
| -2% | -$223K | 1.03% | 23 |
|
|
2020
Q2 | $11M | Sell |
139,559
-13,023
| -9% | -$1.03M | 1.12% | 20 |
|
|
2020
Q1 | $10.6M | Buy |
152,582
+980
| +0.6% | +$68.2K | 1.32% | 18 |
|
|
2019
Q4 | $14.1M | Buy |
151,602
+870
| +0.6% | +$81K | 1.39% | 20 |
|
|
2019
Q3 | $13M | Sell |
150,732
-45
| -0% | -$3.89K | 1.41% | 17 |
|
|
2019
Q2 | $13.2M | Sell |
150,777
-2,212
| -1% | -$193K | 1.39% | 18 |
|
|
2019
Q1 | $13.3M | Sell |
152,989
-2,563
| -2% | -$223K | 1.4% | 18 |
|
|
2018
Q4 | $11.7M | Buy |
155,552
+1,374
| +0.9% | +$103K | 1.42% | 17 |
|
|
2018
Q3 | $12.3M | Sell |
154,178
-41,462
| -21% | -$3.32M | 1.37% | 18 |
|
|
2018
Q2 | $15.8M | Sell |
195,640
-19,249
| -9% | -$1.55M | 1.58% | 16 |
|
|
2018
Q1 | $16.2M | Sell |
214,889
-3,493
| -2% | -$264K | 1.82% | 15 |
|
|
2017
Q4 | $17.7M | Buy |
+218,382
| New | +$17.7M | 2% | 14 |
|