MWP
MYCIO Wealth Partners’s iShares US Real Estate ETF IYR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.5K | Hold |
258
| – | – | 0.01% | 46 |
|
|
2025
Q1 | $24.7K | Hold |
258
| – | – | 0.01% | 48 |
|
|
2024
Q4 | $24K | Hold |
258
| – | – | 0.01% | 47 |
|
|
2024
Q3 | $26.3K | Hold |
258
| – | – | 0.01% | 44 |
|
|
2024
Q2 | $22.6K | Hold |
258
| – | – | 0.01% | 44 |
|
|
2024
Q1 | $23.2K | Hold |
258
| – | – | 0.01% | 46 |
|
|
2023
Q4 | $23.6K | Hold |
258
| – | – | 0.01% | 44 |
|
|
2023
Q3 | $20.2K | Hold |
258
| – | – | 0.01% | 45 |
|
|
2023
Q2 | $22.3K | Hold |
258
| – | – | 0.01% | 42 |
|
|
2023
Q1 | $21.9K | Hold |
258
| – | – | 0.01% | 45 |
|
|
2022
Q4 | $21.7K | Hold |
258
| – | – | 0.01% | 51 |
|
|
2022
Q3 | $21K | Hold |
258
| – | – | 0.01% | 44 |
|
|
2022
Q2 | $24K | Hold |
258
| – | – | 0.01% | 43 |
|
|
2022
Q1 | $28K | Hold |
258
| – | – | 0.01% | 46 |
|
|
2021
Q4 | $30K | Hold |
258
| – | – | 0.01% | 44 |
|
|
2021
Q3 | $26K | Hold |
258
| – | – | 0.01% | 40 |
|
|
2021
Q2 | $26K | Hold |
258
| – | – | 0.01% | 41 |
|
|
2021
Q1 | $24K | Hold |
258
| – | – | 0.01% | 40 |
|
|
2020
Q4 | $22K | Hold |
258
| – | – | 0.01% | 36 |
|
|
2020
Q3 | $21K | Hold |
258
| – | – | 0.01% | 30 |
|
|
2020
Q2 | $20K | Hold |
258
| – | – | 0.01% | 32 |
|
|
2020
Q1 | $18K | Sell |
258
-1,045
| -80% | -$72.9K | 0.01% | 28 |
|
|
2019
Q4 | $121K | Sell |
1,303
-15
| -1% | -$1.39K | 0.01% | 346 |
|
|
2019
Q3 | $123K | Hold |
1,318
| – | – | 0.01% | 313 |
|
|
2019
Q2 | $115K | Buy |
+1,318
| New | +$115K | 0.01% | 307 |
|
|
2018
Q4 | – | Sell |
-3,118
| Closed | -$250K | – | 298 |
|
|
2018
Q3 | $250K | Hold |
3,118
| – | – | 0.02% | 241 |
|
|
2018
Q2 | $251K | Hold |
3,118
| – | – | 0.03% | 235 |
|
|
2018
Q1 | $235K | Hold |
3,118
| – | – | 0.03% | 215 |
|
|
2017
Q4 | $253K | Hold |
3,118
| – | – | 0.03% | 212 |
|
|
2017
Q3 | $249K | Hold |
3,118
| – | – | 0.03% | 213 |
|
|
2017
Q2 | $249K | Hold |
3,118
| – | – | 0.03% | 194 |
|
|
2017
Q1 | $245K | Sell |
3,118
-20,851
| -87% | -$1.64M | 0.03% | 199 |
|
|
2016
Q4 | $1.84M | Buy |
23,969
+23,196
| +3,001% | +$1.78M | 0.25% | 45 |
|
|
2016
Q3 | $62K | Buy |
773
+273
| +55% | +$21.9K | 0.01% | 314 |
|
|
2016
Q2 | $41K | Hold |
500
| – | – | 0.01% | 360 |
|
|
2016
Q1 | $39K | Sell |
500
-2,733
| -85% | -$213K | 0.01% | 349 |
|
|
2015
Q4 | $243K | Sell |
3,233
-875
| -21% | -$65.8K | 0.04% | 130 |
|
|
2015
Q3 | $291K | Buy |
4,108
+3,608
| +722% | +$256K | 0.06% | 112 |
|
|
2015
Q2 | $36K | Hold |
500
| – | – | 0.01% | 338 |
|
|
2015
Q1 | $40K | Hold |
500
| – | – | 0.01% | 314 |
|
|
2014
Q4 | $38K | Hold |
500
| – | – | 0.01% | 301 |
|
|
2014
Q3 | $35K | Hold |
500
| – | – | 0.01% | 288 |
|
|
2014
Q2 | $36K | Hold |
500
| – | – | 0.01% | 304 |
|
|
2014
Q1 | $34K | Sell |
500
-59,429
| -99% | -$4.04M | 0.01% | 301 |
|
|
2013
Q4 | $3.78M | Buy |
59,929
+58,979
| +6,208% | +$3.72M | 0.94% | 13 |
|
|
2013
Q3 | $61K | Hold |
950
| – | – | 0.02% | 218 |
|
|
2013
Q2 | $63K | Buy |
+950
| New | +$63K | 0.02% | 211 |
|