Nations Financial Group’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 |
-10,344
| Closed | -$963K | – | 682 |
|
|
2024
Q4 | $963K | Sell |
10,344
-5,437
| -34% | -$506K | 0.07% | 283 |
|
|
2024
Q3 | $1.61M | Sell |
15,781
-1,045
| -6% | -$106K | 0.12% | 197 |
|
|
2024
Q2 | $1.48M | Buy |
16,826
+1,590
| +10% | +$140K | 0.12% | 188 |
|
|
2024
Q1 | $1.37M | Buy |
15,236
+2,303
| +18% | +$207K | 0.12% | 199 |
|
|
2023
Q4 | $1.18M | Buy |
12,933
+1,358
| +12% | +$124K | 0.11% | 218 |
|
|
2023
Q3 | $904K | Buy |
11,575
+405
| +4% | +$31.6K | 0.09% | 246 |
|
|
2023
Q2 | $967K | Buy |
11,170
+1,892
| +20% | +$164K | 0.1% | 242 |
|
|
2023
Q1 | $788K | Buy |
9,278
+1,118
| +14% | +$94.9K | 0.08% | 267 |
|
|
2022
Q4 | $687K | Buy |
+8,160
| New | +$687K | 0.08% | 283 |
|