Maryland Capital 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 | $55K | Hold |
580
| – | – | 0.02% | 130 |
|
|
2025
Q1 | $55.5K | Hold |
580
| – | – | 0.02% | 120 |
|
|
2024
Q4 | $54K | Hold |
580
| – | – | 0.03% | 122 |
|
|
2024
Q3 | $59.1K | Hold |
580
| – | – | 0.03% | 113 |
|
|
2024
Q2 | $50.9K | Hold |
580
| – | – | 0.03% | 115 |
|
|
2024
Q1 | $52.1K | Hold |
580
| – | – | 0.03% | 108 |
|
|
2023
Q4 | $53K | Hold |
580
| – | – | 0.04% | 106 |
|
|
2023
Q3 | $45.3K | Hold |
580
| – | – | 0.03% | 109 |
|
|
2023
Q2 | $50.2K | Hold |
580
| – | – | 0.04% | 108 |
|
|
2023
Q1 | $49.2K | Hold |
580
| – | – | 0.04% | 104 |
|
|
2022
Q4 | $48.8K | Hold |
580
| – | – | 0.05% | 103 |
|
|
2022
Q3 | $47K | Hold |
580
| – | – | 0.05% | 92 |
|
|
2022
Q2 | $53K | Hold |
580
| – | – | 0.06% | 90 |
|
|
2022
Q1 | $63K | Hold |
580
| – | – | 0.06% | 83 |
|
|
2021
Q4 | $67K | Buy |
+580
| New | +$67K | 0.06% | 82 |
|