Monetary Management Group’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 | $121K | Sell |
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|
2025
Q2 | $154K | Hold |
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|
2025
Q1 | $156K | Hold |
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|
2024
Q4 | $151K | Hold |
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|
2024
Q3 | $166K | Hold |
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|
2024
Q2 | $143K | Hold |
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|
2024
Q1 | $146K | Hold |
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|
2023
Q4 | $149K | Hold |
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|
2023
Q3 | $127K | Hold |
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|
2023
Q2 | $141K | Hold |
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|
2023
Q1 | $138K | Hold |
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|
2022
Q4 | $137K | Sell |
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|
2022
Q3 | $163K | Hold |
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|
2022
Q2 | $184K | Hold |
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|
2022
Q1 | $216K | Hold |
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|
2021
Q4 | $232K | Hold |
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|
2021
Q3 | $205K | Buy |
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|
2021
Q2 | $153K | Hold |
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|
2021
Q1 | $138K | Hold |
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|
2020
Q4 | $128K | Hold |
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|
2020
Q3 | $120K | Hold |
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|
2020
Q2 | $118K | Hold |
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|
2020
Q1 | $104K | Sell |
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|
2019
Q4 | $151K | Hold |
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|
2019
Q3 | $152K | Hold |
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|
2019
Q2 | $142K | Hold |
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|
2019
Q1 | $141K | Sell |
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|
2018
Q4 | $163K | Sell |
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|
2018
Q3 | $254K | Sell |
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|
2018
Q2 | $286K | Sell |
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|
2018
Q1 | $287K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $253K | Buy |
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|
2015
Q4 | $131K | Buy |
|