Landaas & Company’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,001
| Closed | -$204K | – | 92 |
|
|
2024
Q3 | $204K | Buy |
+2,001
| New | +$204K | 0.06% | 85 |
|
|
2024
Q1 | – | Sell |
-2,426
| Closed | -$222K | – | 87 |
|
|
2023
Q4 | $222K | Sell |
2,426
-1,481
| -38% | -$136K | 0.08% | 70 |
|
|
2023
Q3 | $305K | Sell |
3,907
-180
| -4% | -$14.1K | 0.13% | 50 |
|
|
2023
Q2 | $354K | Hold |
4,087
| – | – | 0.16% | 43 |
|
|
2023
Q1 | $347K | Hold |
4,087
| – | – | 0.17% | 42 |
|
|
2022
Q4 | $344K | Hold |
4,087
| – | – | 0.19% | 38 |
|
|
2022
Q3 | $333K | Hold |
4,087
| – | – | 0.21% | 38 |
|
|
2022
Q2 | $376K | Sell |
4,087
-629
| -13% | -$57.9K | 0.23% | 39 |
|
|
2022
Q1 | $548K | Hold |
4,716
| – | – | 0.29% | 32 |
|
|
2021
Q4 | $548K | Sell |
4,716
-299
| -6% | -$34.7K | 0.29% | 32 |
|
|
2021
Q3 | $513K | Sell |
5,015
-1,308
| -21% | -$134K | 0.3% | 29 |
|
|
2021
Q2 | $645K | Hold |
6,323
| – | – | 0.36% | 23 |
|
|
2021
Q1 | $581K | Hold |
6,323
| – | – | 0.35% | 28 |
|
|
2020
Q4 | $542K | Hold |
6,323
| – | – | 0.37% | 26 |
|
|
2020
Q3 | $505K | Hold |
6,323
| – | – | 0.38% | 24 |
|
|
2020
Q2 | $498K | Hold |
6,323
| – | – | 0.4% | 25 |
|
|
2020
Q1 | $491K | Sell |
6,323
-366
| -5% | -$28.4K | 0.41% | 27 |
|
|
2019
Q4 | $623K | Sell |
6,689
-1,476
| -18% | -$137K | 0.44% | 23 |
|
|
2019
Q3 | $764K | Sell |
8,165
-469
| -5% | -$43.9K | 0.56% | 20 |
|
|
2019
Q2 | $754K | Sell |
8,634
-229
| -3% | -$20K | 0.54% | 20 |
|
|
2019
Q1 | $771K | Buy |
8,863
+470
| +6% | +$40.9K | 0.56% | 19 |
|
|
2018
Q4 | $629K | Sell |
8,393
-788
| -9% | -$59.1K | 0.52% | 20 |
|
|
2018
Q3 | $735K | Sell |
9,181
-63
| -0.7% | -$5.04K | 0.57% | 18 |
|
|
2018
Q2 | $745K | Sell |
9,244
-340
| -4% | -$27.4K | 0.6% | 15 |
|
|
2018
Q1 | $723K | Sell |
9,584
-50
| -0.5% | -$3.77K | 0.73% | 14 |
|
|
2017
Q4 | $780K | Hold |
9,634
| – | – | 0.67% | 13 |
|
|
2017
Q3 | $770K | Buy |
+9,634
| New | +$770K | 0.68% | 15 |
|