LPL Financial’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 | $47.5M | Buy |
501,387
+149,505
| +42% | +$14.2M | 0.02% | 781 |
|
|
2025
Q1 | $33.7M | Sell |
351,882
-90,888
| -21% | -$8.7M | 0.01% | 877 |
|
|
2024
Q4 | $41.2M | Buy |
442,770
+40,044
| +10% | +$3.73M | 0.02% | 747 |
|
|
2024
Q3 | $41M | Buy |
402,726
+115,243
| +40% | +$11.7M | 0.02% | 701 |
|
|
2024
Q2 | $25.2M | Sell |
287,483
-7,475
| -3% | -$656K | 0.01% | 850 |
|
|
2024
Q1 | $26.5M | Buy |
294,958
+14,167
| +5% | +$1.27M | 0.01% | 808 |
|
|
2023
Q4 | $25.7M | Sell |
280,791
-1,337
| -0.5% | -$122K | 0.02% | 762 |
|
|
2023
Q3 | $22M | Buy |
282,128
+2,930
| +1% | +$229K | 0.02% | 759 |
|
|
2023
Q2 | $24.2M | Buy |
279,198
+1,443
| +0.5% | +$125K | 0.02% | 712 |
|
|
2023
Q1 | $23.6M | Sell |
277,755
-25,646
| -8% | -$2.18M | 0.02% | 691 |
|
|
2022
Q4 | $25.5M | Buy |
303,401
+9,778
| +3% | +$823K | 0.02% | 606 |
|
|
2022
Q3 | $23.9M | Sell |
293,623
-21,133
| -7% | -$1.72M | 0.02% | 573 |
|
|
2022
Q2 | $29M | Sell |
314,756
-12,218
| -4% | -$1.12M | 0.03% | 490 |
|
|
2022
Q1 | $35.4M | Sell |
326,974
-488,650
| -60% | -$52.9M | 0.03% | 453 |
|
|
2021
Q4 | $94.7M | Buy |
815,624
+467,344
| +134% | +$54.3M | 0.08% | 231 |
|
|
2021
Q3 | $35.7M | Buy |
348,280
+52,191
| +18% | +$5.34M | 0.03% | 418 |
|
|
2021
Q2 | $30.2M | Sell |
296,089
-738
| -0.2% | -$75.2K | 0.03% | 447 |
|
|
2021
Q1 | $27.3M | Buy |
296,827
+45,141
| +18% | +$4.15M | 0.03% | 437 |
|
|
2020
Q4 | $21.6M | Buy |
251,686
+4,691
| +2% | +$402K | 0.03% | 449 |
|
|
2020
Q3 | $19.7M | Sell |
246,995
-24,182
| -9% | -$1.93M | 0.03% | 401 |
|
|
2020
Q2 | $21.4M | Sell |
271,177
-298,493
| -52% | -$23.5M | 0.04% | 352 |
|
|
2020
Q1 | $39.6M | Sell |
569,670
-641,509
| -53% | -$44.6M | 0.09% | 208 |
|
|
2019
Q4 | $113M | Buy |
1,211,179
+11,610
| +1% | +$1.08M | 0.21% | 95 |
|
|
2019
Q3 | $112M | Buy |
1,199,569
+645,353
| +116% | +$60.4M | 0.23% | 88 |
|
|
2019
Q2 | $48.4M | Buy |
554,216
+115,356
| +26% | +$10.1M | 0.1% | 178 |
|
|
2019
Q1 | $38.2M | Buy |
438,860
+91,431
| +26% | +$7.96M | 0.09% | 206 |
|
|
2018
Q4 | $26M | Buy |
347,429
+45,862
| +15% | +$3.44M | 0.07% | 238 |
|
|
2018
Q3 | $24.1M | Sell |
301,567
-67,799
| -18% | -$5.43M | 0.06% | 266 |
|
|
2018
Q2 | $29.8M | Buy |
369,366
+43,155
| +13% | +$3.48M | 0.08% | 210 |
|
|
2018
Q1 | $24.6M | Buy |
326,211
+5,012
| +2% | +$378K | 0.07% | 232 |
|
|
2017
Q4 | $26M | Sell |
321,199
-232,937
| -42% | -$18.9M | 0.08% | 213 |
|
|
2017
Q3 | $44.3M | Buy |
554,136
+229,668
| +71% | +$18.3M | 0.16% | 122 |
|
|
2017
Q2 | $25.9M | Buy |
324,468
+31,002
| +11% | +$2.47M | 0.1% | 185 |
|
|
2017
Q1 | $23.1M | Sell |
293,466
-28,155
| -9% | -$2.21M | 0.16% | 109 |
|
|
2016
Q4 | $24.8M | Sell |
321,621
-482,987
| -60% | -$37.3M | 0.19% | 84 |
|
|
2016
Q3 | $62.8M | Buy |
804,608
+241,439
| +43% | +$18.8M | 0.6% | 26 |
|
|
2016
Q2 | $46.6M | Sell |
563,169
-209,620
| -27% | -$17.3M | 0.39% | 45 |
|
|
2016
Q1 | $59.8M | Sell |
772,789
-410,858
| -35% | -$31.8M | 0.17% | 128 |
|
|
2015
Q4 | $89.4M | Buy |
1,183,647
+750,425
| +173% | +$56.7M | 0.25% | 88 |
|
|
2015
Q3 | $31.7M | Buy |
433,222
+99,028
| +30% | +$7.25M | 0.17% | 120 |
|
|
2015
Q2 | $24.4M | Sell |
334,194
-351,261
| -51% | -$25.6M | 0.12% | 159 |
|
|
2015
Q1 | $54.4M | Buy |
685,455
+138,153
| +25% | +$11M | 0.28% | 77 |
|
|
2014
Q4 | $42.1M | Buy |
547,302
+228,065
| +71% | +$17.5M | 0.23% | 86 |
|
|
2014
Q3 | $22.1M | Sell |
319,237
-42,601
| -12% | -$2.95M | 0.13% | 157 |
|
|
2014
Q2 | $26M | Buy |
361,838
+92,735
| +34% | +$6.66M | 0.15% | 144 |
|
|
2014
Q1 | $18.2M | Sell |
269,103
-153,335
| -36% | -$10.4M | 0.11% | 173 |
|
|
2013
Q4 | $26.6M | Buy |
422,438
+74,992
| +22% | +$4.73M | 0.17% | 128 |
|
|
2013
Q3 | $22.7M | Sell |
347,446
-223,874
| -39% | -$14.6M | 0.15% | 138 |
|
|
2013
Q2 | $38M | Buy |
+571,320
| New | +$38M | 0.27% | 70 |
|