MassMutual Private Wealth & Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-394
| Closed | -$37.3K | – | 2421 |
|
|
2025
Q2 | $37.3K | Hold |
394
| – | – | ﹤0.01% | 875 |
|
|
2025
Q1 | $37.7K | Hold |
394
| – | – | ﹤0.01% | 816 |
|
|
2024
Q4 | $36.7K | Hold |
394
| – | – | ﹤0.01% | 827 |
|
|
2024
Q3 | $40.1K | Hold |
394
| – | – | ﹤0.01% | 718 |
|
|
2024
Q2 | $34.6K | Hold |
394
| – | – | ﹤0.01% | 722 |
|
|
2024
Q1 | $35.4K | Sell |
394
-250
| -39% | -$22.1K | ﹤0.01% | 685 |
|
|
2023
Q4 | $58.9K | Hold |
644
| – | – | ﹤0.01% | 562 |
|
|
2023
Q3 | $50.3K | Hold |
644
| – | – | ﹤0.01% | 586 |
|
|
2023
Q2 | $55.7K | Hold |
644
| – | – | ﹤0.01% | 522 |
|
|
2023
Q1 | $54.7K | Sell |
644
-859
| -57% | -$75.1K | ﹤0.01% | 508 |
|
|
2022
Q4 | $127K | Buy |
1,503
+270
| +22% | +$22.7K | 0.01% | 384 |
|
|
2022
Q3 | $100K | Buy |
1,233
+884
| +253% | +$83.7K | ﹤0.01% | 389 |
|
|
2022
Q2 | $32K | Buy |
+349
| New | +$34.8K | ﹤0.01% | 507 |
|
|
2020
Q2 | – | Sell |
-200
| Closed | -$14K | – | 779 |
|
|
2020
Q1 | $14K | Sell |
200
-200
| -50% | -$17.7K | ﹤0.01% | 478 |
|
|
2019
Q4 | $37K | Sell |
400
-100
| -20% | -$9.27K | ﹤0.01% | 460 |
|
|
2019
Q3 | $47K | Hold |
500
| – | – | ﹤0.01% | 432 |
|
|
2019
Q2 | $44K | Hold |
500
| – | – | ﹤0.01% | 430 |
|
|
2019
Q1 | $43.5K | Buy |
500
+400
| +400% | +$33.1K | ﹤0.01% | 436 |
|
|
2018
Q4 | $7.49K | Hold |
100
| – | – | ﹤0.01% | 609 |
|
|
2018
Q3 | $8K | Hold |
100
| – | – | ﹤0.01% | 636 |
|
|
2018
Q2 | $8.06K | Buy |
+100
| New | +$7.71K | ﹤0.01% | 641 |
|
|
2016
Q2 | $7.09K | Buy |
+86
| New | +$6.74K | ﹤0.01% | 537 |
|
Other funds holding IYR
WI
CBU
