North Star Investment Management’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 | $18.2K | Buy |
+192
| New | +$18.2K | ﹤0.01% | 801 |
|
|
2018
Q1 | – | Sell |
-444
| Closed | -$36K | – | 1081 |
|
|
2017
Q4 | $36K | Hold |
444
| – | – | ﹤0.01% | 600 |
|
|
2017
Q3 | $35K | Hold |
444
| – | – | ﹤0.01% | 603 |
|
|
2017
Q2 | $35K | Hold |
444
| – | – | ﹤0.01% | 599 |
|
|
2017
Q1 | $35K | Hold |
444
| – | – | ﹤0.01% | 581 |
|
|
2016
Q4 | $34K | Hold |
444
| – | – | 0.01% | 550 |
|
|
2016
Q3 | $36K | Buy |
444
+188
| +73% | +$15.2K | 0.01% | 452 |
|
|
2016
Q2 | $21K | Hold |
256
| – | – | ﹤0.01% | 529 |
|
|
2016
Q1 | $20K | Hold |
256
| – | – | ﹤0.01% | 509 |
|
|
2015
Q4 | $19K | Hold |
256
| – | – | ﹤0.01% | 509 |
|
|
2015
Q3 | $18K | Hold |
256
| – | – | ﹤0.01% | 520 |
|
|
2015
Q2 | $18K | Hold |
256
| – | – | ﹤0.01% | 507 |
|
|
2015
Q1 | $20K | Hold |
256
| – | – | ﹤0.01% | 479 |
|
|
2014
Q4 | $20K | Sell |
256
-219
| -46% | -$17.1K | ﹤0.01% | 478 |
|
|
2014
Q3 | $33K | Hold |
475
| – | – | 0.01% | 409 |
|
|
2014
Q2 | $34K | Buy |
475
+219
| +86% | +$15.7K | 0.01% | 427 |
|
|
2014
Q1 | $17K | Buy |
+256
| New | +$17K | ﹤0.01% | 489 |
|