MYCIO Wealth Partners’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
Q2 | $24.5K | Hold |
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2025
Q1 | $24.7K | Hold |
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|
2024
Q4 | $24K | Hold |
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|
2024
Q3 | $26.3K | Hold |
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|
2024
Q2 | $22.6K | Hold |
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|
2024
Q1 | $23.2K | Hold |
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|
2023
Q4 | $23.6K | Hold |
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|
2023
Q3 | $20.2K | Hold |
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|
2023
Q2 | $22.3K | Hold |
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|
2023
Q1 | $21.9K | Hold |
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|
2022
Q4 | $21.7K | Hold |
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|
2022
Q3 | $21K | Hold |
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|
2022
Q2 | $24K | Hold |
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|
2022
Q1 | $28K | Hold |
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|
2021
Q4 | $30K | Hold |
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|
2021
Q3 | $26K | Hold |
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|
2021
Q2 | $26K | Hold |
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|
2021
Q1 | $24K | Hold |
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|
2020
Q4 | $22K | Hold |
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|
2020
Q3 | $21K | Hold |
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|
2020
Q2 | $20K | Hold |
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|
2020
Q1 | $18K | Sell |
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|
2019
Q4 | $121K | Sell |
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|
2019
Q3 | $123K | Hold |
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|
2019
Q2 | $115K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $250K | Hold |
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|
2018
Q2 | $251K | Hold |
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|
2018
Q1 | $235K | Hold |
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|
2017
Q4 | $253K | Hold |
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|
2017
Q3 | $249K | Hold |
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|
2017
Q2 | $249K | Hold |
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|
2017
Q1 | $245K | Sell |
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|
2016
Q4 | $1.84M | Buy |
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|
2016
Q3 | $62K | Buy |
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|
2016
Q2 | $41K | Hold |
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|
2016
Q1 | $39K | Sell |
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|
2015
Q4 | $243K | Sell |
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|
2015
Q3 | $291K | Buy |
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|
2015
Q2 | $36K | Hold |
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|
2015
Q1 | $40K | Hold |
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|
2014
Q4 | $38K | Hold |
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|
2014
Q3 | $35K | Hold |
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|
2014
Q2 | $36K | Hold |
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|
2014
Q1 | $34K | Sell |
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|
2013
Q4 | $3.78M | Buy |
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|
2013
Q3 | $61K | Hold |
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|
2013
Q2 | $63K | Buy |
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