Moisand Fitzgerald Tamayo’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 | $8.06K | Hold |
85
| – | – | ﹤0.01% | 367 |
|
|
2025
Q1 | $8.14K | Hold |
85
| – | – | ﹤0.01% | 364 |
|
|
2024
Q4 | $7.91K | Hold |
85
| – | – | ﹤0.01% | 369 |
|
|
2024
Q3 | $8.66K | Hold |
85
| – | – | ﹤0.01% | 368 |
|
|
2024
Q2 | $7.46K | Hold |
85
| – | – | ﹤0.01% | 338 |
|
|
2024
Q1 | $7.64K | Hold |
85
| – | – | ﹤0.01% | 341 |
|
|
2023
Q4 | $7.77K | Hold |
85
| – | – | ﹤0.01% | 366 |
|
|
2023
Q3 | $6.64K | Hold |
85
| – | – | ﹤0.01% | 386 |
|
|
2023
Q2 | $7.36K | Hold |
85
| – | – | ﹤0.01% | 351 |
|
|
2023
Q1 | $7.22K | Hold |
85
| – | – | ﹤0.01% | 362 |
|
|
2022
Q4 | $7.16K | Sell |
85
-9
| -10% | -$758 | ﹤0.01% | 356 |
|
|
2022
Q3 | $8K | Hold |
94
| – | – | ﹤0.01% | 305 |
|
|
2022
Q2 | $9K | Buy |
94
+9
| +11% | +$862 | ﹤0.01% | 279 |
|
|
2022
Q1 | $9K | Buy |
85
+13
| +18% | +$1.38K | ﹤0.01% | 195 |
|
|
2021
Q4 | $8K | Hold |
72
| – | – | ﹤0.01% | 271 |
|
|
2021
Q3 | $7K | Hold |
72
| – | – | ﹤0.01% | 272 |
|
|
2021
Q2 | $7K | Buy |
+72
| New | +$7K | ﹤0.01% | 292 |
|
|
2020
Q2 | – | Sell |
-111
| Closed | -$8K | – | 324 |
|
|
2020
Q1 | $8K | Sell |
111
-538
| -83% | -$38.8K | 0.01% | 182 |
|
|
2019
Q4 | $60K | Buy |
649
+7
| +1% | +$647 | 0.03% | 110 |
|
|
2019
Q3 | $60K | Buy |
642
+4
| +0.6% | +$374 | 0.03% | 108 |
|
|
2019
Q2 | $56K | Sell |
638
-433
| -40% | -$38K | 0.03% | 110 |
|
|
2019
Q1 | $93K | Buy |
1,071
+7
| +0.7% | +$608 | 0.05% | 98 |
|
|
2018
Q4 | $80K | Buy |
1,064
+17
| +2% | +$1.28K | 0.05% | 98 |
|
|
2018
Q3 | $84K | Buy |
1,047
+49
| +5% | +$3.93K | 0.05% | 104 |
|
|
2018
Q2 | $80K | Hold |
998
| – | – | 0.05% | 104 |
|
|
2018
Q1 | $75K | Buy |
998
+8
| +0.8% | +$601 | 0.04% | 109 |
|
|
2017
Q4 | $80K | Buy |
990
+10
| +1% | +$808 | 0.05% | 96 |
|
|
2017
Q3 | $78K | Buy |
+980
| New | +$78K | 0.05% | 100 |
|
|
2016
Q2 | – | Sell |
-923
| Closed | -$72K | – | 122 |
|
|
2016
Q1 | $72K | Sell |
923
-13
| -1% | -$1.01K | 0.06% | 79 |
|
|
2015
Q4 | $70K | Buy |
+936
| New | +$70K | 0.06% | 78 |
|