Naviter Wealth’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 | $3.51M | Buy |
37,035
+16,700
| +82% | +$1.58M | 0.43% | 52 |
|
|
2025
Q1 | $1.93M | Hold |
20,335
| – | – | 0.23% | 118 |
|
|
2024
Q4 | $1.89M | Buy |
20,335
+13,883
| +215% | +$1.29M | 0.23% | 116 |
|
|
2024
Q3 | $657K | Buy |
6,452
+3,785
| +142% | +$386K | 0.09% | 179 |
|
|
2024
Q2 | $234K | Sell |
2,667
-35
| -1% | -$3.07K | 0.03% | 208 |
|
|
2024
Q1 | $243K | Buy |
2,702
+79
| +3% | +$7.1K | 0.04% | 205 |
|
|
2023
Q4 | $240K | Buy |
+2,623
| New | +$240K | 0.05% | 198 |
|
|
2023
Q3 | – | Sell |
-2,475
| Closed | -$214K | – | 231 |
|
|
2023
Q2 | $214K | Sell |
2,475
-5,375
| -68% | -$465K | 0.05% | 210 |
|
|
2023
Q1 | $666K | Sell |
7,850
-81,941
| -91% | -$6.96M | 0.23% | 122 |
|
|
2022
Q4 | $8.09M | Buy |
89,791
+73,912
| +465% | +$6.66M | 2.22% | 11 |
|
|
2022
Q3 | $1.29M | Sell |
15,879
-18,853
| -54% | -$1.54M | 0.53% | 35 |
|
|
2022
Q2 | $3.2M | Sell |
34,732
-22,224
| -39% | -$2.04M | 1.31% | 12 |
|
|
2022
Q1 | $6.16M | Buy |
56,956
+6,084
| +12% | +$658K | 2.06% | 10 |
|
|
2021
Q4 | $5.91M | Buy |
+50,872
| New | +$5.91M | 1.77% | 12 |
|