LWA
Lowe Wealth Advisors’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 | $15K | Hold |
158
| – | – | 0.01% | 224 |
|
|
2025
Q1 | $15.1K | Hold |
158
| – | – | 0.01% | 222 |
|
|
2024
Q4 | $14.7K | Hold |
158
| – | – | 0.01% | 205 |
|
|
2024
Q3 | $16.1K | Hold |
158
| – | – | 0.01% | 186 |
|
|
2024
Q2 | $13.9K | Hold |
158
| – | – | 0.01% | 199 |
|
|
2024
Q1 | $14.2K | Hold |
158
| – | – | 0.01% | 187 |
|
|
2023
Q4 | $14.4K | Hold |
158
| – | – | 0.01% | 184 |
|
|
2023
Q3 | $12.3K | Hold |
158
| – | – | 0.01% | 187 |
|
|
2023
Q2 | $13.7K | Hold |
158
| – | – | 0.01% | 194 |
|
|
2023
Q1 | $13.4K | Hold |
158
| – | – | 0.01% | 185 |
|
|
2022
Q4 | $13.3K | Hold |
158
| – | – | 0.01% | 192 |
|
|
2022
Q3 | $13K | Hold |
158
| – | – | 0.01% | 178 |
|
|
2022
Q2 | $15K | Hold |
158
| – | – | 0.01% | 157 |
|
|
2022
Q1 | $17K | Hold |
158
| – | – | 0.01% | 161 |
|
|
2021
Q4 | $18K | Hold |
158
| – | – | 0.01% | 154 |
|
|
2021
Q3 | $16K | Hold |
158
| – | – | 0.01% | 154 |
|
|
2021
Q2 | $16K | Hold |
158
| – | – | 0.01% | 153 |
|
|
2021
Q1 | $15K | Hold |
158
| – | – | 0.01% | 151 |
|
|
2020
Q4 | $14K | Hold |
158
| – | – | 0.01% | 150 |
|
|
2020
Q3 | $13K | Hold |
158
| – | – | 0.01% | 145 |
|
|
2020
Q2 | $12K | Hold |
158
| – | – | 0.01% | 137 |
|
|
2020
Q1 | $11K | Hold |
158
| – | – | 0.01% | 138 |
|
|
2019
Q4 | $15K | Buy |
+158
| New | +$15K | 0.01% | 133 |
|
|
2017
Q1 | – | Sell |
-34,911
| Closed | -$2.69M | – | 234 |
|
|
2016
Q4 | $2.69M | Buy |
34,911
+120
| +0.3% | +$9.23K | 1.84% | 14 |
|
|
2016
Q3 | $2.81M | Sell |
34,791
-289
| -0.8% | -$23.3K | 1.9% | 15 |
|
|
2016
Q2 | $2.89M | Sell |
35,080
-219
| -0.6% | -$18K | 1.94% | 15 |
|
|
2016
Q1 | $2.75M | Buy |
35,299
+978
| +3% | +$76.1K | 1.89% | 15 |
|
|
2015
Q4 | $2.58M | Buy |
34,321
+230
| +0.7% | +$17.3K | 1.75% | 16 |
|
|
2015
Q3 | $2.42M | Buy |
34,091
+33,765
| +10,357% | +$2.4M | 1.83% | 14 |
|
|
2015
Q2 | $23K | Buy |
326
+95
| +41% | +$6.7K | 0.02% | 96 |
|
|
2015
Q1 | $18K | Hold |
231
| – | – | 0.01% | 103 |
|
|
2014
Q4 | $18K | Buy |
+231
| New | +$18K | 0.01% | 103 |
|