Mather Group’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 | – | Sell |
-98
| Closed | -$9.38K | – | 1174 |
|
|
2025
Q1 | $9.38K | Hold |
98
| – | – | ﹤0.01% | 1265 |
|
|
2024
Q4 | $9.12K | Sell |
98
-54
| -36% | -$5.03K | ﹤0.01% | 1267 |
|
|
2024
Q3 | $15.5K | Sell |
152
-530
| -78% | -$54K | ﹤0.01% | 1108 |
|
|
2024
Q2 | $61.3K | Buy |
682
+530
| +349% | +$47.6K | ﹤0.01% | 944 |
|
|
2024
Q1 | $13.9K | Buy |
+152
| New | +$13.9K | ﹤0.01% | 1131 |
|
|
2020
Q2 | – | Sell |
-3,506
| Closed | -$244K | – | 217 |
|
|
2020
Q1 | $244K | Buy |
+3,506
| New | +$244K | 0.02% | 122 |
|