Monetary Management 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 | $154K | Hold |
1,625
| – | – | 0.04% | 210 |
|
|
2025
Q1 | $156K | Hold |
1,625
| – | – | 0.04% | 209 |
|
|
2024
Q4 | $151K | Hold |
1,625
| – | – | 0.04% | 215 |
|
|
2024
Q3 | $166K | Hold |
1,625
| – | – | 0.04% | 211 |
|
|
2024
Q2 | $143K | Hold |
1,625
| – | – | 0.04% | 209 |
|
|
2024
Q1 | $146K | Hold |
1,625
| – | – | 0.04% | 204 |
|
|
2023
Q4 | $149K | Hold |
1,625
| – | – | 0.05% | 204 |
|
|
2023
Q3 | $127K | Hold |
1,625
| – | – | 0.04% | 207 |
|
|
2023
Q2 | $141K | Hold |
1,625
| – | – | 0.04% | 203 |
|
|
2023
Q1 | $138K | Hold |
1,625
| – | – | 0.04% | 205 |
|
|
2022
Q4 | $137K | Sell |
1,625
-375
| -19% | -$31.6K | 0.04% | 209 |
|
|
2022
Q3 | $163K | Hold |
2,000
| – | – | 0.05% | 193 |
|
|
2022
Q2 | $184K | Hold |
2,000
| – | – | 0.06% | 184 |
|
|
2022
Q1 | $216K | Hold |
2,000
| – | – | 0.06% | 185 |
|
|
2021
Q4 | $232K | Hold |
2,000
| – | – | 0.06% | 185 |
|
|
2021
Q3 | $205K | Buy |
2,000
+500
| +33% | +$51.3K | 0.06% | 188 |
|
|
2021
Q2 | $153K | Hold |
1,500
| – | – | 0.05% | 193 |
|
|
2021
Q1 | $138K | Hold |
1,500
| – | – | 0.04% | 193 |
|
|
2020
Q4 | $128K | Hold |
1,500
| – | – | 0.04% | 188 |
|
|
2020
Q3 | $120K | Hold |
1,500
| – | – | 0.04% | 183 |
|
|
2020
Q2 | $118K | Hold |
1,500
| – | – | 0.04% | 176 |
|
|
2020
Q1 | $104K | Sell |
1,500
-125
| -8% | -$8.67K | 0.05% | 168 |
|
|
2019
Q4 | $151K | Hold |
1,625
| – | – | 0.06% | 175 |
|
|
2019
Q3 | $152K | Hold |
1,625
| – | – | 0.06% | 178 |
|
|
2019
Q2 | $142K | Hold |
1,625
| – | – | 0.05% | 178 |
|
|
2019
Q1 | $141K | Sell |
1,625
-550
| -25% | -$47.7K | 0.06% | 180 |
|
|
2018
Q4 | $163K | Sell |
2,175
-1,000
| -31% | -$74.9K | 0.07% | 158 |
|
|
2018
Q3 | $254K | Sell |
3,175
-375
| -11% | -$30K | 0.1% | 137 |
|
|
2018
Q2 | $286K | Sell |
3,550
-250
| -7% | -$20.1K | 0.12% | 133 |
|
|
2018
Q1 | $287K | Buy |
+3,800
| New | +$287K | 0.12% | 128 |
|
|
2016
Q2 | – | Sell |
-3,250
| Closed | -$253K | – | 334 |
|
|
2016
Q1 | $253K | Buy |
3,250
+1,500
| +86% | +$117K | 0.12% | 127 |
|
|
2015
Q4 | $131K | Buy |
+1,750
| New | +$131K | 0.06% | 165 |
|