Mission Wealth Management’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 | $6M | Sell |
63,357
-5,432
| -8% | -$515K | 0.13% | 98 |
|
|
2025
Q1 | $6.59M | Sell |
68,789
-4,818
| -7% | -$461K | 0.16% | 79 |
|
|
2024
Q4 | $6.85M | Sell |
73,607
-5,973
| -8% | -$556K | 0.16% | 78 |
|
|
2024
Q3 | $8.11M | Sell |
79,580
-2,728
| -3% | -$278K | 0.2% | 65 |
|
|
2024
Q2 | $7.22M | Sell |
82,308
-2,900
| -3% | -$254K | 0.19% | 64 |
|
|
2024
Q1 | $7.66M | Sell |
85,208
-2,418
| -3% | -$217K | 0.2% | 73 |
|
|
2023
Q4 | $8.01M | Sell |
87,626
-1,319
| -1% | -$121K | 0.26% | 53 |
|
|
2023
Q3 | $6.95M | Sell |
88,945
-1,403
| -2% | -$110K | 0.26% | 54 |
|
|
2023
Q2 | $7.82M | Sell |
90,348
-1,574
| -2% | -$136K | 0.3% | 49 |
|
|
2023
Q1 | $7.8M | Buy |
91,922
+43,085
| +88% | +$3.66M | 0.33% | 46 |
|
|
2022
Q4 | $4.11M | Sell |
48,837
-2,095
| -4% | -$176K | 0.2% | 67 |
|
|
2022
Q3 | $4.15M | Sell |
50,932
-2,423
| -5% | -$197K | 0.22% | 56 |
|
|
2022
Q2 | $4.91M | Sell |
53,355
-4,531
| -8% | -$417K | 0.26% | 51 |
|
|
2022
Q1 | $6.26M | Sell |
57,886
-3,183
| -5% | -$344K | 0.29% | 49 |
|
|
2021
Q4 | $7.09M | Sell |
61,069
-1,592
| -3% | -$185K | 0.32% | 45 |
|
|
2021
Q3 | $6.42M | Sell |
62,661
-5,865
| -9% | -$601K | 0.33% | 47 |
|
|
2021
Q2 | $6.99M | Sell |
68,526
-748
| -1% | -$76.3K | 0.37% | 42 |
|
|
2021
Q1 | $6.37M | Sell |
69,274
-1,650
| -2% | -$152K | 0.37% | 42 |
|
|
2020
Q4 | $6.08M | Sell |
70,924
-1,096
| -2% | -$93.9K | 0.38% | 43 |
|
|
2020
Q3 | $5.75M | Sell |
72,020
-1,947
| -3% | -$155K | 0.43% | 38 |
|
|
2020
Q2 | $5.83M | Sell |
73,967
-3,753
| -5% | -$296K | 0.5% | 35 |
|
|
2020
Q1 | $5.41M | Buy |
77,720
+68,039
| +703% | +$4.73M | 0.6% | 30 |
|
|
2019
Q4 | $901K | Sell |
9,681
-1,509
| -13% | -$140K | 0.09% | 123 |
|
|
2019
Q3 | $1.05M | Sell |
11,190
-481
| -4% | -$45K | 0.11% | 97 |
|
|
2019
Q2 | $1.02M | Sell |
11,671
-346
| -3% | -$30.2K | 0.11% | 94 |
|
|
2019
Q1 | $1.05M | Sell |
12,017
-403
| -3% | -$35.1K | 0.12% | 95 |
|
|
2018
Q4 | $931K | Sell |
12,420
-1,759
| -12% | -$132K | 0.12% | 93 |
|
|
2018
Q3 | $1.14M | Sell |
14,179
-36
| -0.3% | -$2.88K | 0.15% | 84 |
|
|
2018
Q2 | $1.15M | Buy |
+14,215
| New | +$1.15M | 0.17% | 76 |
|