MFG
Magnus Financial Group’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 | $14.3M | Buy |
151,239
+6,589
| +5% | +$624K | 1.26% | 20 |
|
|
2025
Q1 | $13.9M | Buy |
144,650
+7,706
| +6% | +$738K | 1.34% | 14 |
|
|
2024
Q4 | $12.7M | Buy |
136,944
+7,615
| +6% | +$709K | 1.23% | 18 |
|
|
2024
Q3 | $13.2M | Buy |
129,329
+5,458
| +4% | +$556K | 1.34% | 15 |
|
|
2024
Q2 | $10.9M | Buy |
123,871
+1,970
| +2% | +$173K | 1.22% | 23 |
|
|
2024
Q1 | $11M | Buy |
121,901
+11,783
| +11% | +$1.06M | 1.3% | 17 |
|
|
2023
Q4 | $10.1M | Buy |
110,118
+1,332
| +1% | +$122K | 1.32% | 16 |
|
|
2023
Q3 | $8.5M | Buy |
108,786
+5,557
| +5% | +$434K | 1.24% | 17 |
|
|
2023
Q2 | $8.93M | Buy |
103,229
+45,772
| +80% | +$3.96M | 1.27% | 18 |
|
|
2023
Q1 | $4.88M | Sell |
57,457
-9,492
| -14% | -$806K | 0.74% | 29 |
|
|
2022
Q4 | $5.64M | Sell |
66,949
-23,336
| -26% | -$1.96M | 0.92% | 24 |
|
|
2022
Q3 | $7.35M | Sell |
90,285
-381
| -0.4% | -$31K | 1.4% | 15 |
|
|
2022
Q2 | $8.34M | Buy |
90,666
+2,547
| +3% | +$234K | 1.53% | 16 |
|
|
2022
Q1 | $9.54M | Buy |
88,119
+5,018
| +6% | +$543K | 1.59% | 14 |
|
|
2021
Q4 | $9.65M | Buy |
83,101
+3,092
| +4% | +$359K | 1.83% | 13 |
|
|
2021
Q3 | $8.19M | Buy |
80,009
+5,085
| +7% | +$521K | 1.73% | 15 |
|
|
2021
Q2 | $7.64M | Buy |
74,924
+1,585
| +2% | +$162K | 1.66% | 16 |
|
|
2021
Q1 | $6.74M | Buy |
73,339
+6,473
| +10% | +$595K | 1.63% | 16 |
|
|
2020
Q4 | $5.73M | Buy |
66,866
+2,836
| +4% | +$243K | 0.57% | 21 |
|
|
2020
Q3 | $5.11M | Buy |
64,030
+11,724
| +22% | +$936K | 0.6% | 19 |
|
|
2020
Q2 | $4.12M | Buy |
+52,306
| New | +$4.12M | 0.46% | 20 |
|