Northwestern Mutual Wealth 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 | $23M | Buy |
242,821
+6,544
| +3% | +$620K | 0.02% | 354 |
|
|
2025
Q1 | $22.6M | Buy |
236,277
+11,651
| +5% | +$1.12M | 0.02% | 332 |
|
|
2024
Q4 | $20.9M | Buy |
224,626
+4,291
| +2% | +$399K | 0.02% | 323 |
|
|
2024
Q3 | $22.4M | Buy |
220,335
+31,223
| +17% | +$3.18M | 0.02% | 300 |
|
|
2024
Q2 | $16.6M | Buy |
189,112
+8,626
| +5% | +$757K | 0.02% | 333 |
|
|
2024
Q1 | $16.2M | Buy |
180,486
+4,332
| +2% | +$389K | 0.02% | 327 |
|
|
2023
Q4 | $16.1M | Buy |
176,154
+11,182
| +7% | +$1.02M | 0.02% | 309 |
|
|
2023
Q3 | $12.9M | Buy |
164,972
+18,270
| +12% | +$1.43M | 0.02% | 332 |
|
|
2023
Q2 | $12.7M | Buy |
146,702
+5,210
| +4% | +$451K | 0.02% | 328 |
|
|
2023
Q1 | $12M | Buy |
141,492
+3,630
| +3% | +$308K | 0.02% | 316 |
|
|
2022
Q4 | $11.6M | Buy |
137,862
+9,642
| +8% | +$812K | 0.02% | 312 |
|
|
2022
Q3 | $10.4M | Buy |
128,220
+19,431
| +18% | +$1.58M | 0.02% | 298 |
|
|
2022
Q2 | $10M | Sell |
108,789
-2,721
| -2% | -$250K | 0.02% | 293 |
|
|
2022
Q1 | $12.1M | Buy |
111,510
+7,494
| +7% | +$811K | 0.02% | 278 |
|
|
2021
Q4 | $12.1M | Buy |
104,016
+1,213
| +1% | +$141K | 0.02% | 259 |
|
|
2021
Q3 | $10.5M | Buy |
102,803
+2,310
| +2% | +$237K | 0.02% | 264 |
|
|
2021
Q2 | $10.2M | Sell |
100,493
-2,236
| -2% | -$228K | 0.02% | 254 |
|
|
2021
Q1 | $9.45M | Sell |
102,729
-1
| -0% | -$92 | 0.02% | 246 |
|
|
2020
Q4 | $8.8M | Buy |
102,730
+1,855
| +2% | +$159K | 0.02% | 242 |
|
|
2020
Q3 | $8.05M | Sell |
100,875
-15,247
| -13% | -$1.22M | 0.02% | 237 |
|
|
2020
Q2 | $9.15M | Buy |
116,122
+9,720
| +9% | +$766K | 0.03% | 207 |
|
|
2020
Q1 | $7.4M | Buy |
106,402
+17,845
| +20% | +$1.24M | 0.03% | 214 |
|
|
2019
Q4 | $8.24M | Sell |
88,557
-3,242
| -4% | -$302K | 0.03% | 212 |
|
|
2019
Q3 | $8.59M | Sell |
91,799
-44
| -0% | -$4.12K | 0.03% | 202 |
|
|
2019
Q2 | $8.02M | Buy |
91,843
+764
| +0.8% | +$66.7K | 0.03% | 208 |
|
|
2019
Q1 | $7.93M | Sell |
91,079
-9,066
| -9% | -$789K | 0.03% | 201 |
|
|
2018
Q4 | $7.5M | Buy |
100,145
+21,060
| +27% | +$1.58M | 0.04% | 195 |
|
|
2018
Q3 | $6.33M | Buy |
79,085
+638
| +0.8% | +$51.1K | 0.03% | 208 |
|
|
2018
Q2 | $6.32M | Sell |
78,447
-4,053
| -5% | -$327K | 0.04% | 199 |
|
|
2018
Q1 | $6.23M | Buy |
82,500
+5,845
| +8% | +$441K | 0.04% | 196 |
|
|
2017
Q4 | $6.21M | Buy |
76,655
+3,071
| +4% | +$249K | 0.04% | 187 |
|
|
2017
Q3 | $5.88M | Buy |
73,584
+3,678
| +5% | +$294K | 0.04% | 188 |
|
|
2017
Q2 | $5.58M | Buy |
69,906
+2,605
| +4% | +$208K | 0.04% | 182 |
|
|
2017
Q1 | $5.28M | Sell |
67,301
-8,246
| -11% | -$647K | 0.05% | 177 |
|
|
2016
Q4 | $5.81M | Buy |
+75,547
| New | +$5.81M | 0.06% | 162 |
|
|
2016
Q3 | – | Sell |
-60,933
| Closed | -$5.02M | – | 867 |
|
|
2016
Q2 | $5.02M | Buy |
60,933
+3,476
| +6% | +$286K | 0.07% | 168 |
|
|
2016
Q1 | $4.47M | Buy |
57,457
+2,481
| +5% | +$193K | 0.07% | 159 |
|
|
2015
Q4 | $4.13M | Buy |
54,976
+3,851
| +8% | +$289K | 0.08% | 165 |
|
|
2015
Q3 | $3.63M | Buy |
51,125
+836
| +2% | +$59.3K | 0.09% | 166 |
|
|
2015
Q2 | $3.59M | Sell |
50,289
-587
| -1% | -$41.9K | 0.09% | 159 |
|
|
2015
Q1 | $4.04M | Buy |
50,876
+2,903
| +6% | +$230K | 0.11% | 151 |
|
|
2014
Q4 | $3.69M | Buy |
47,973
+1,679
| +4% | +$129K | 0.11% | 147 |
|
|
2014
Q3 | $3.2M | Buy |
46,294
+12,198
| +36% | +$844K | 0.11% | 146 |
|
|
2014
Q2 | $2.45M | Sell |
34,096
-3,604
| -10% | -$259K | 0.1% | 153 |
|
|
2014
Q1 | $2.55M | Buy |
37,700
+3,050
| +9% | +$206K | 0.11% | 147 |
|
|
2013
Q4 | $2.19M | Buy |
34,650
+6,757
| +24% | +$426K | 0.1% | 146 |
|
|
2013
Q3 | $1.78M | Buy |
27,893
+5,998
| +27% | +$383K | 0.09% | 154 |
|
|
2013
Q2 | $1.45M | Buy |
+21,895
| New | +$1.45M | 0.09% | 159 |
|