Mutual Advisors’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 | $1.02M | Sell |
10,407
-6,085
| -37% | -$595K | 0.03% | 504 |
|
|
2025
Q1 | $1.52M | Buy |
16,492
+2,944
| +22% | +$271K | 0.04% | 348 |
|
|
2024
Q4 | $1.27M | Sell |
13,548
-17,966
| -57% | -$1.69M | 0.04% | 403 |
|
|
2024
Q3 | $3.19M | Buy |
31,514
+17,671
| +128% | +$1.79M | 0.09% | 197 |
|
|
2024
Q2 | $1.3M | Sell |
13,843
-688
| -5% | -$64.7K | 0.04% | 395 |
|
|
2024
Q1 | $1.31M | Buy |
+14,531
| New | +$1.31M | 0.04% | 392 |
|
|
2023
Q4 | – | Sell |
-7,063
| Closed | -$552K | – | 1041 |
|
|
2023
Q3 | $552K | Buy |
+7,063
| New | +$552K | 0.02% | 596 |
|
|
2023
Q2 | – | Sell |
-7,632
| Closed | -$648K | – | 1034 |
|
|
2023
Q1 | $648K | Buy |
+7,632
| New | +$648K | 0.03% | 551 |
|
|
2022
Q2 | – | Sell |
-20,607
| Closed | -$2.23M | – | 864 |
|
|
2022
Q1 | $2.23M | Sell |
20,607
-64,162
| -76% | -$6.94M | 0.12% | 192 |
|
|
2021
Q4 | $9.85M | Buy |
84,769
+25,744
| +44% | +$2.99M | 0.52% | 28 |
|
|
2021
Q3 | $6.04M | Buy |
+59,025
| New | +$6.04M | 0.36% | 58 |
|
|
2021
Q1 | – | Sell |
-14,095
| Closed | -$1.21M | – | 805 |
|
|
2020
Q4 | $1.21M | Buy |
14,095
+1,731
| +14% | +$148K | 0.09% | 262 |
|
|
2020
Q3 | $987K | Sell |
12,364
-788
| -6% | -$62.9K | 0.09% | 253 |
|
|
2020
Q2 | $1.04M | Buy |
13,152
+4,655
| +55% | +$367K | 0.1% | 221 |
|
|
2020
Q1 | $591K | Sell |
8,497
-3,347
| -28% | -$233K | 0.08% | 259 |
|
|
2019
Q4 | $1.1M | Sell |
11,844
-18,299
| -61% | -$1.7M | 0.12% | 216 |
|
|
2019
Q3 | $2.82M | Buy |
30,143
+67
| +0.2% | +$6.27K | 0.37% | 59 |
|
|
2019
Q2 | $2.63M | Buy |
30,076
+179
| +0.6% | +$15.6K | 0.34% | 60 |
|
|
2019
Q1 | $2.6M | Buy |
+29,897
| New | +$2.6M | 0.39% | 58 |
|
|
2018
Q4 | – | Sell |
-10,351
| Closed | -$828K | – | 463 |
|
|
2018
Q3 | $828K | Buy |
+10,351
| New | +$828K | 0.13% | 200 |
|