Mariner’s iShares US Real Estate ETF IYR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $10.7M | Buy |
113,052
+609
| +0.5% | +$59.2K | 0.01% | 708 |
|
|
2025
Q4 | $10.6M | Sell |
112,443
-76,272
| -40% | -$7.27M | 0.01% | 684 |
|
|
2025
Q3 | $18.3M | Sell |
188,715
-208
| -0.1% | -$20K | 0.02% | 446 |
|
|
2025
Q2 | $17.9M | Buy |
188,923
+3,153
| +2% | +$294K | 0.03% | 450 |
|
|
2025
Q1 | $17.8M | Sell |
185,770
-11,361
| -6% | -$1.08M | 0.03% | 404 |
|
|
2024
Q4 | $18.3M | Buy |
197,131
+2,365
| +1% | +$233K | 0.03% | 389 |
|
|
2024
Q3 | $19.8M | Sell |
194,766
-3,483
| -2% | -$335K | 0.04% | 365 |
|
|
2024
Q2 | $17.4M | Sell |
198,249
-14,552
| -7% | -$1.25M | 0.03% | 359 |
|
|
2024
Q1 | $19.1M | Sell |
212,801
-21,403
| -9% | -$1.89M | 0.04% | 338 |
|
|
2023
Q4 | $21.4M | Buy |
234,204
+7,062
| +3% | +$578K | 0.05% | 295 |
|
|
2023
Q3 | $17.7M | Sell |
227,142
-6,846
| -3% | -$583K | 0.05% | 309 |
|
|
2023
Q2 | $20.2M | Buy |
233,988
+2,117
| +0.9% | +$178K | 0.05% | 282 |
|
|
2023
Q1 | $19.7M | Sell |
231,871
-4,456
| -2% | -$390K | 0.06% | 288 |
|
|
2022
Q4 | $19.9M | Buy |
236,327
+2,326
| +1% | +$195K | 0.06% | 276 |
|
|
2022
Q3 | $19.1M | Sell |
234,001
-943
| -0.4% | -$89.3K | 0.08% | 240 |
|
|
2022
Q2 | $21.6M | Buy |
234,944
+2,638
| +1% | +$263K | 0.09% | 220 |
|
|
2022
Q1 | $25.1M | Buy |
232,306
+5,990
| +3% | +$632K | 0.09% | 215 |
|
|
2021
Q4 | $26.3M | Buy |
226,316
+9,363
| +4% | +$1.03M | 0.11% | 188 |
|
|
2021
Q3 | $22.2M | Buy |
216,953
+18,009
| +9% | +$1.92M | 0.12% | 186 |
|
|
2021
Q2 | $20.3M | Buy |
198,944
+1,991
| +1% | +$198K | 0.13% | 172 |
|
|
2021
Q1 | $18.1M | Buy |
196,953
+19,260
| +11% | +$1.69M | 0.13% | 172 |
|
|
2020
Q4 | $15.2M | Buy |
177,693
+77,183
| +77% | +$6.43M | 0.12% | 177 |
|
|
2020
Q3 | $8.03M | Buy |
100,510
+5,310
| +6% | +$429K | 0.08% | 216 |
|
|
2020
Q2 | $7.5M | Buy |
95,200
+12,908
| +16% | +$978K | 0.08% | 217 |
|
|
2020
Q1 | $5.72M | Buy |
82,292
+37,688
| +84% | +$3.34M | 0.07% | 220 |
|
|
2019
Q4 | $4.15M | Buy |
44,604
+271
| +0.6% | +$25.1K | 0.04% | 289 |
|
|
2019
Q3 | $4.15M | Sell |
44,333
-287
| -0.6% | -$26.1K | 0.05% | 263 |
|
|
2019
Q2 | $3.9M | Buy |
44,620
+5,644
| +14% | +$494K | 0.05% | 280 |
|
|
2019
Q1 | $3.39M | Sell |
38,976
-400
| -1% | -$33.1K | 0.05% | 287 |
|
|
2018
Q4 | $2.95M | Buy |
39,376
+1,808
| +5% | +$142K | 0.05% | 271 |
|
|
2018
Q3 | $3.01M | Sell |
37,568
-199
| -0.5% | -$16.2K | 0.08% | 227 |
|
|
2018
Q2 | $3.04M | Buy |
37,767
+33,189
| +725% | +$2.56M | 0.09% | 217 |
|
|
2018
Q1 | $345K | Buy |
4,578
+1,749
| +62% | +$133K | 0.01% | 502 |
|
|
2017
Q4 | $229K | Buy |
2,829
+262
| +10% | +$21.3K | 0.01% | 505 |
|
|
2017
Q3 | $205K | Buy |
+2,567
| New | +$206K | 0.01% | 469 |
|
|
2017
Q2 | – | Sell |
-3,399
| Closed | -$267K | – | 532 |
|
|
2017
Q1 | $267K | Sell |
3,399
-509
| -13% | -$39.7K | 0.01% | 483 |
|
|
2016
Q4 | $301K | Sell |
3,908
-3,463
| -47% | -$263K | 0.01% | 445 |
|
|
2016
Q3 | $595K | Buy |
7,371
+825
| +13% | +$68.3K | 0.03% | 346 |
|
|
2016
Q2 | $539K | Sell |
6,546
-8,255
| -56% | -$647K | 0.03% | 317 |
|
|
2016
Q1 | $1.15M | Buy |
14,801
+662
| +5% | +$48K | 0.07% | 229 |
|
|
2015
Q4 | $1.06M | Buy |
14,139
+7,729
| +121% | +$577K | 0.07% | 203 |
|
|
2015
Q3 | $455K | Sell |
6,410
-3,838
| -37% | -$280K | 0.02% | 343 |
|
|
2015
Q2 | $731K | Sell |
10,248
-6,695
| -40% | -$508K | 0.03% | 293 |
|
|
2015
Q1 | $1.34M | Sell |
16,943
-6,276
| -27% | -$502K | 0.11% | 154 |
|
|
2014
Q4 | $1.78M | Sell |
23,219
-2,982
| -11% | -$223K | 0.16% | 113 |
|
|
2014
Q3 | $1.81M | Buy |
26,201
+3,004
| +13% | +$218K | 0.2% | 90 |
|
|
2014
Q2 | $1.67M | Sell |
23,197
-638
| -3% | -$44.9K | 0.18% | 107 |
|
|
2014
Q1 | $1.61M | Sell |
23,835
-31,727
| -57% | -$2.11M | 0.21% | 105 |
|
|
2013
Q4 | $3.5M | Buy |
55,562
+51,971
| +1,447% | +$3.35M | 0.44% | 56 |
|
|
2013
Q3 | $229K | Sell |
3,591
-1,010
| -22% | -$66K | 0.04% | 271 |
|
|
2013
Q2 | $306K | Buy |
+4,601
| New | +$325K | 0.06% | 208 |
|
Other funds holding IYR
WI
CBU
IMPI
