Lido 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 | $1.41M | Sell |
14,927
-1,025
| -6% | -$97.1K | 0.01% | 645 |
|
|
2025
Q1 | $1.53M | Sell |
15,952
-544
| -3% | -$52.1K | 0.01% | 580 |
|
|
2024
Q4 | $1.54M | Sell |
16,496
-326
| -2% | -$30.3K | 0.01% | 558 |
|
|
2024
Q3 | $1.71M | Sell |
16,822
-120
| -0.7% | -$12.2K | 0.01% | 473 |
|
|
2024
Q2 | $1.49M | Buy |
16,942
+6,272
| +59% | +$550K | 0.01% | 489 |
|
|
2024
Q1 | $959K | Sell |
10,670
-685
| -6% | -$61.6K | 0.01% | 613 |
|
|
2023
Q4 | $1.04M | Sell |
11,355
-2,506
| -18% | -$229K | 0.01% | 555 |
|
|
2023
Q3 | $1.08M | Sell |
13,861
-1,207
| -8% | -$94.3K | 0.01% | 474 |
|
|
2023
Q2 | $1.3M | Sell |
15,068
-603
| -4% | -$52.2K | 0.01% | 426 |
|
|
2023
Q1 | $1.33M | Buy |
15,671
+605
| +4% | +$51.4K | 0.01% | 384 |
|
|
2022
Q4 | $1.27M | Sell |
15,066
-990
| -6% | -$83.3K | 0.02% | 333 |
|
|
2022
Q3 | $1.31M | Buy |
16,056
+275
| +2% | +$22.4K | 0.02% | 291 |
|
|
2022
Q2 | $1.45M | Buy |
15,781
+5
| +0% | +$460 | 0.02% | 248 |
|
|
2022
Q1 | $1.71M | Buy |
15,776
+654
| +4% | +$70.8K | 0.02% | 259 |
|
|
2021
Q4 | $1.76M | Sell |
15,122
-37
| -0.2% | -$4.3K | 0.02% | 274 |
|
|
2021
Q3 | $1.55M | Buy |
15,159
+1,002
| +7% | +$103K | 0.02% | 279 |
|
|
2021
Q2 | $1.44M | Buy |
14,157
+1,190
| +9% | +$121K | 0.02% | 276 |
|
|
2021
Q1 | $1.19M | Sell |
12,967
-76
| -0.6% | -$6.99K | 0.02% | 271 |
|
|
2020
Q4 | $1.12M | Buy |
13,043
+1,629
| +14% | +$140K | 0.02% | 264 |
|
|
2020
Q3 | $911K | Sell |
11,414
-12
| -0.1% | -$958 | 0.02% | 248 |
|
|
2020
Q2 | $901K | Sell |
11,426
-520
| -4% | -$41K | 0.03% | 227 |
|
|
2020
Q1 | $831K | Buy |
11,946
+978
| +9% | +$68K | 0.04% | 229 |
|
|
2019
Q4 | $1.02M | Buy |
10,968
+171
| +2% | +$15.9K | 0.04% | 230 |
|
|
2019
Q3 | $1.01M | Buy |
10,797
+303
| +3% | +$28.3K | 0.05% | 186 |
|
|
2019
Q2 | $916K | Buy |
10,494
+787
| +8% | +$68.7K | 0.05% | 184 |
|
|
2019
Q1 | $844K | Buy |
9,707
+3,371
| +53% | +$293K | 0.05% | 184 |
|
|
2018
Q4 | $474K | Buy |
6,336
+511
| +9% | +$38.2K | 0.05% | 218 |
|
|
2018
Q3 | $470K | Buy |
5,825
+349
| +6% | +$28.2K | 0.05% | 235 |
|
|
2018
Q2 | $441K | Buy |
5,476
+429
| +9% | +$34.5K | 0.05% | 222 |
|
|
2018
Q1 | $380K | Buy |
+5,047
| New | +$380K | 0.05% | 231 |
|