Leavell Investment 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
Q2 | $459K | Hold |
4,845
| – | – | 0.02% | 421 |
|
|
2025
Q1 | $464K | Hold |
4,845
| – | – | 0.02% | 401 |
|
|
2024
Q4 | $451K | Hold |
4,845
| – | – | 0.02% | 391 |
|
|
2024
Q3 | $494K | Buy |
4,845
+50
| +1% | +$5.09K | 0.02% | 382 |
|
|
2024
Q2 | $421K | Hold |
4,795
| – | – | 0.02% | 382 |
|
|
2024
Q1 | $431K | Hold |
4,795
| – | – | 0.02% | 371 |
|
|
2023
Q4 | $438K | Hold |
4,795
| – | – | 0.03% | 347 |
|
|
2023
Q3 | $379K | Hold |
4,795
| – | – | 0.03% | 367 |
|
|
2023
Q2 | $415K | Hold |
4,795
| – | – | 0.03% | 355 |
|
|
2023
Q1 | $407K | Hold |
4,795
| – | – | 0.03% | 345 |
|
|
2022
Q4 | $404K | Hold |
4,795
| – | – | 0.03% | 340 |
|
|
2022
Q3 | $390K | Hold |
4,795
| – | – | 0.03% | 339 |
|
|
2022
Q2 | $441K | Hold |
4,795
| – | – | 0.03% | 317 |
|
|
2022
Q1 | $519K | Hold |
4,795
| – | – | 0.04% | 304 |
|
|
2021
Q4 | $557K | Hold |
4,795
| – | – | 0.04% | 301 |
|
|
2021
Q3 | $491K | Hold |
4,795
| – | – | 0.04% | 290 |
|
|
2021
Q2 | $441K | Hold |
4,795
| – | – | 0.04% | 297 |
|
|
2021
Q1 | $441K | Hold |
4,795
| – | – | 0.04% | 297 |
|
|
2020
Q4 | $411K | Hold |
4,795
| – | – | 0.04% | 290 |
|
|
2020
Q3 | $383K | Hold |
4,795
| – | – | 0.03% | 291 |
|
|
2020
Q2 | $378K | Hold |
4,795
| – | – | 0.04% | 287 |
|
|
2020
Q1 | $334K | Hold |
4,795
| – | – | 0.04% | 276 |
|
|
2019
Q4 | $446K | Hold |
4,795
| – | – | 0.04% | 274 |
|
|
2019
Q3 | $449K | Hold |
4,795
| – | – | 0.05% | 275 |
|
|
2019
Q2 | $419K | Hold |
4,795
| – | – | 0.04% | 280 |
|
|
2019
Q1 | $417K | Hold |
4,795
| – | – | 0.05% | 274 |
|
|
2018
Q4 | $359K | Hold |
4,795
| – | – | 0.05% | 283 |
|
|
2018
Q3 | $387K | Hold |
4,795
| – | – | 0.04% | 287 |
|
|
2018
Q2 | $390K | Sell |
4,795
-383
| -7% | -$31.2K | 0.04% | 288 |
|
|
2018
Q1 | $391K | Hold |
5,178
| – | – | 0.05% | 282 |
|
|
2017
Q4 | $419K | Sell |
5,178
-40
| -0.8% | -$3.24K | 0.05% | 278 |
|
|
2017
Q3 | $417K | Hold |
5,218
| – | – | 0.05% | 270 |
|
|
2017
Q2 | $416K | Hold |
5,218
| – | – | 0.05% | 273 |
|
|
2017
Q1 | $410K | Sell |
5,218
-635
| -11% | -$49.9K | 0.05% | 265 |
|
|
2016
Q4 | $450K | Hold |
5,853
| – | – | 0.06% | 254 |
|
|
2016
Q3 | $472K | Hold |
5,853
| – | – | 0.07% | 244 |
|
|
2016
Q2 | $482K | Sell |
5,853
-22
| -0.4% | -$1.81K | 0.07% | 244 |
|
|
2016
Q1 | $457K | Hold |
5,875
| – | – | 0.07% | 239 |
|
|
2015
Q4 | $441K | Sell |
5,875
-48
| -0.8% | -$3.6K | 0.06% | 246 |
|
|
2015
Q3 | $420K | Buy |
5,923
+23
| +0.4% | +$1.63K | 0.07% | 252 |
|
|
2015
Q2 | $421K | Sell |
5,900
-98
| -2% | -$6.99K | 0.07% | 265 |
|
|
2015
Q1 | $476K | Sell |
5,998
-32
| -0.5% | -$2.54K | 0.07% | 248 |
|
|
2014
Q4 | $463K | Buy |
6,030
+1,450
| +32% | +$111K | 0.07% | 249 |
|
|
2014
Q3 | $317K | Sell |
4,580
-35
| -0.8% | -$2.42K | 0.05% | 307 |
|
|
2014
Q2 | $331K | Hold |
4,615
| – | – | 0.05% | 298 |
|
|
2014
Q1 | $312K | Sell |
4,615
-40
| -0.9% | -$2.7K | 0.05% | 304 |
|
|
2013
Q4 | $294K | Buy |
4,655
+1,116
| +32% | +$70.5K | 0.05% | 309 |
|
|
2013
Q3 | $226K | Sell |
3,539
-78
| -2% | -$4.98K | 0.04% | 348 |
|
|
2013
Q2 | $240K | Buy |
+3,617
| New | +$240K | 0.04% | 333 |
|