Money Concepts Capital’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
Q1 | – | Sell |
-20,183
| Closed | -$1.88M | – | 428 |
|
|
2024
Q4 | $1.88M | Buy |
+20,183
| New | +$1.88M | 0.14% | 153 |
|
|
2024
Q2 | – | Sell |
-28,695
| Closed | -$2.58M | – | 391 |
|
|
2024
Q1 | $2.58M | Buy |
+28,695
| New | +$2.58M | 0.24% | 116 |
|
|
2023
Q1 | – | Sell |
-3,692
| Closed | -$311K | – | 1747 |
|
|
2022
Q4 | $311K | Buy |
3,692
+3,476
| +1,609% | +$293K | 0.01% | 545 |
|
|
2022
Q3 | $18K | Sell |
216
-120
| -36% | -$10K | ﹤0.01% | 938 |
|
|
2022
Q2 | $31K | Sell |
336
-5,797
| -95% | -$535K | ﹤0.01% | 790 |
|
|
2022
Q1 | $664K | Buy |
6,133
+5,567
| +984% | +$603K | 0.04% | 372 |
|
|
2021
Q4 | $66K | Buy |
+566
| New | +$66K | 0.01% | 578 |
|
|
2021
Q1 | $88K | Sell |
955
-92
| -9% | -$8.48K | 0.01% | 530 |
|
|
2020
Q4 | $90K | Buy |
+1,047
| New | +$90K | 0.01% | 475 |
|