Larson Financial Group’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
Q2 | $167K | Sell |
1,761
-111
| -6% | -$10.5K | 0.01% | 696 |
|
|
2025
Q1 | $179K | Hold |
1,872
| – | – | 0.01% | 639 |
|
|
2024
Q4 | $174K | Hold |
1,872
| – | – | 0.01% | 598 |
|
|
2024
Q3 | $191K | Buy |
1,872
+1,200
| +179% | +$122K | 0.01% | 583 |
|
|
2024
Q2 | $59K | Hold |
672
| – | – | ﹤0.01% | 769 |
|
|
2024
Q1 | $60.4K | Buy |
672
+325
| +94% | +$29.2K | ﹤0.01% | 649 |
|
|
2023
Q4 | $31.7K | Hold |
347
| – | – | ﹤0.01% | 745 |
|
|
2023
Q3 | $27.1K | Hold |
347
| – | – | ﹤0.01% | 745 |
|
|
2023
Q2 | $30K | Hold |
347
| – | – | ﹤0.01% | 645 |
|
|
2023
Q1 | $29.5K | Sell |
347
-33
| -9% | -$2.8K | ﹤0.01% | 659 |
|
|
2022
Q4 | $32K | Sell |
380
-101
| -21% | -$8.5K | ﹤0.01% | 600 |
|
|
2022
Q3 | $39K | Buy |
481
+1
| +0.2% | +$81 | 0.01% | 510 |
|
|
2022
Q2 | $44K | Hold |
480
| – | – | 0.01% | 396 |
|
|
2022
Q1 | $52K | Hold |
480
| – | – | 0.01% | 370 |
|
|
2021
Q4 | $56K | Sell |
480
-150
| -24% | -$17.5K | 0.01% | 368 |
|
|
2021
Q3 | $65K | Buy |
630
+469
| +291% | +$48.4K | 0.01% | 255 |
|
|
2021
Q2 | $16K | Hold |
161
| – | – | ﹤0.01% | 479 |
|
|
2021
Q1 | $15K | Hold |
161
| – | – | ﹤0.01% | 464 |
|
|
2020
Q4 | $14K | Hold |
161
| – | – | ﹤0.01% | 439 |
|
|
2020
Q3 | $13K | Sell |
161
-333
| -67% | -$26.9K | 0.01% | 392 |
|
|
2020
Q2 | $39K | Buy |
494
+1
| +0.2% | +$79 | 0.02% | 208 |
|
|
2020
Q1 | $34K | Sell |
493
-17
| -3% | -$1.17K | 0.02% | 180 |
|
|
2019
Q4 | $47K | Buy |
510
+2
| +0.4% | +$184 | 0.03% | 158 |
|
|
2019
Q3 | $47K | Buy |
508
+1
| +0.2% | +$93 | 0.03% | 152 |
|
|
2019
Q2 | $44K | Buy |
507
+2
| +0.4% | +$174 | 0.03% | 132 |
|
|
2019
Q1 | $44K | Buy |
505
+1
| +0.2% | +$87 | 0.03% | 123 |
|
|
2018
Q4 | $38K | Buy |
+504
| New | +$38K | 0.04% | 125 |
|