NewEdge 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 | $75.4K | Buy |
796
+3
| +0.4% | +$284 | ﹤0.01% | 2526 |
|
|
2025
Q1 | $75.9K | Buy |
793
+3
| +0.4% | +$287 | ﹤0.01% | 2394 |
|
|
2024
Q4 | $73.5K | Sell |
790
-212
| -21% | -$19.7K | ﹤0.01% | 2386 |
|
|
2024
Q3 | $102K | Buy |
1,002
+73
| +8% | +$7.44K | ﹤0.01% | 2183 |
|
|
2024
Q2 | $81.5K | Sell |
929
-255
| -22% | -$22.4K | ﹤0.01% | 2182 |
|
|
2024
Q1 | $106K | Buy |
1,184
+25
| +2% | +$2.25K | ﹤0.01% | 2047 |
|
|
2023
Q4 | $106K | Sell |
1,159
-255
| -18% | -$23.3K | ﹤0.01% | 1929 |
|
|
2023
Q3 | $110K | Buy |
1,414
+1,100
| +350% | +$86K | ﹤0.01% | 1798 |
|
|
2023
Q2 | $27.2K | Sell |
314
-452
| -59% | -$39.1K | ﹤0.01% | 2287 |
|
|
2023
Q1 | $65.1K | Sell |
766
-124
| -14% | -$10.5K | ﹤0.01% | 1896 |
|
|
2022
Q4 | $32.4K | Sell |
890
-3,629
| -80% | -$132K | ﹤0.01% | 1919 |
|
|
2022
Q3 | $368K | Buy |
+4,519
| New | +$368K | 0.01% | 1097 |
|
|
2022
Q1 | – | Sell |
-5,470
| Closed | -$635K | – | 1385 |
|
|
2021
Q4 | $635K | Buy |
+5,470
| New | +$635K | 0.01% | 957 |
|
|
2020
Q1 | – | Sell |
-15,013
| Closed | -$1.4M | – | 843 |
|
|
2019
Q4 | $1.4M | Buy |
15,013
+65
| +0.4% | +$6.05K | 0.06% | 297 |
|
|
2019
Q3 | $1.42M | Buy |
+14,948
| New | +$1.42M | 0.06% | 282 |
|