LPT
Legacy Private Trust’s iShares US Real Estate ETF IYR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.84M | Sell |
19,397
-965
| -5% | -$91.5K | 0.12% | 122 |
|
|
2025
Q1 | $1.95M | Sell |
20,362
-579
| -3% | -$55.4K | 0.13% | 120 |
|
|
2024
Q4 | $1.95M | Sell |
20,941
-297
| -1% | -$27.6K | 0.13% | 123 |
|
|
2024
Q3 | $2.16M | Sell |
21,238
-683
| -3% | -$69.6K | 0.15% | 114 |
|
|
2024
Q2 | $1.92M | Sell |
21,921
-126
| -0.6% | -$11.1K | 0.14% | 115 |
|
|
2024
Q1 | $1.98M | Buy |
22,047
+990
| +5% | +$89K | 0.14% | 117 |
|
|
2023
Q4 | $1.92M | Sell |
21,057
-12,166
| -37% | -$1.11M | 0.15% | 113 |
|
|
2023
Q3 | $2.6M | Sell |
33,223
-2,521
| -7% | -$197K | 0.22% | 88 |
|
|
2023
Q2 | $3.09M | Sell |
35,744
-2,332
| -6% | -$202K | 0.26% | 87 |
|
|
2023
Q1 | $3.23M | Buy |
38,076
+1,963
| +5% | +$167K | 0.28% | 88 |
|
|
2022
Q4 | $3.04M | Buy |
36,113
+22,977
| +175% | +$1.93M | 0.27% | 84 |
|
|
2022
Q3 | $1.07M | Buy |
+13,136
| New | +$1.07M | 0.1% | 128 |
|
|
2022
Q2 | – | Sell |
-23,687
| Closed | -$2.56M | – | 236 |
|
|
2022
Q1 | $2.56M | Buy |
+23,687
| New | +$2.56M | 0.2% | 96 |
|
|
2018
Q2 | – | Sell |
-5,958
| Closed | -$450K | – | 226 |
|
|
2018
Q1 | $450K | Buy |
+5,958
| New | +$450K | 0.05% | 181 |
|