LGT Financial Advisors’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 | $264K | Buy |
2,785
+14
| +0.5% | +$1.33K | 0.67% | 33 |
|
|
2025
Q1 | $265K | Buy |
2,771
+11
| +0.4% | +$1.05K | 0.81% | 32 |
|
|
2024
Q4 | $257K | Buy |
2,760
+23
| +0.8% | +$2.14K | 0.57% | 31 |
|
|
2024
Q3 | $279K | Buy |
2,737
+18
| +0.7% | +$1.83K | 0.69% | 32 |
|
|
2024
Q2 | $238K | Sell |
2,719
-196
| -7% | -$17.2K | 0.5% | 43 |
|
|
2024
Q1 | $262K | Buy |
2,915
+12
| +0.4% | +$1.08K | 0.3% | 67 |
|
|
2023
Q4 | $265K | Sell |
2,903
-1,576
| -35% | -$144K | 0.32% | 68 |
|
|
2023
Q3 | $350K | Hold |
4,479
| – | – | 0.44% | 45 |
|
|
2023
Q2 | $388K | Buy |
+4,479
| New | +$388K | 0.41% | 68 |
|
|
2023
Q1 | – | Sell |
-4,450
| Closed | -$375K | – | 153 |
|
|
2022
Q4 | $375K | Buy |
+4,450
| New | +$375K | 0.44% | 45 |
|