NWAM LLC’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 |
-12,439
| Closed | -$1.16M | – | 558 |
|
|
2024
Q4 | $1.16M | Sell |
12,439
-5,241
| -30% | -$488K | 0.07% | 241 |
|
|
2024
Q3 | $1.8M | Buy |
+17,680
| New | +$1.8M | 0.11% | 184 |
|
|
2024
Q2 | – | Sell |
-15,925
| Closed | -$1.41M | – | 362 |
|
|
2024
Q1 | $1.41M | Buy |
15,925
+375
| +2% | +$33.2K | 0.11% | 178 |
|
|
2023
Q4 | $1.42M | Buy |
15,550
+11,481
| +282% | +$1.05M | 0.11% | 180 |
|
|
2023
Q3 | $318K | Sell |
4,069
-10,961
| -73% | -$857K | 0.03% | 374 |
|
|
2023
Q2 | $1.3M | Buy |
15,030
+5,479
| +57% | +$474K | 0.11% | 189 |
|
|
2023
Q1 | $811K | Sell |
9,551
-4,249
| -31% | -$361K | 0.08% | 202 |
|
|
2022
Q4 | $1.16M | Buy |
13,800
+8,271
| +150% | +$696K | 0.1% | 191 |
|
|
2022
Q3 | $450K | Sell |
5,529
-1,632
| -23% | -$133K | 0.04% | 313 |
|
|
2022
Q2 | $661K | Buy |
7,161
+1,665
| +30% | +$154K | 0.06% | 259 |
|
|
2022
Q1 | $595K | Sell |
5,496
-21
| -0.4% | -$2.27K | 0.05% | 295 |
|
|
2021
Q4 | $641K | Sell |
5,517
-1,251
| -18% | -$145K | 0.05% | 283 |
|
|
2021
Q3 | $693K | Buy |
6,768
+1,101
| +19% | +$113K | 0.06% | 257 |
|
|
2021
Q2 | $578K | Buy |
5,667
+50
| +0.9% | +$5.1K | 0.05% | 285 |
|
|
2021
Q1 | $516K | Buy |
5,617
+103
| +2% | +$9.46K | 0.05% | 299 |
|
|
2020
Q4 | $472K | Buy |
+5,514
| New | +$472K | 0.05% | 274 |
|
|
2020
Q2 | – | Sell |
-3,825
| Closed | -$266 | – | 431 |
|
|
2020
Q1 | $266 | Buy |
+3,825
| New | +$266 | 0.01% | 320 |
|
|
2015
Q2 | – | Sell |
-14,793
| Closed | -$1.17M | – | 258 |
|
|
2015
Q1 | $1.17M | Sell |
14,793
-8,834
| -37% | -$700K | 0.5% | 47 |
|
|
2014
Q4 | $1.82M | Sell |
23,627
-5,412
| -19% | -$416K | 0.79% | 29 |
|
|
2014
Q3 | $2.01M | Buy |
29,039
+1,028
| +4% | +$71.1K | 0.72% | 32 |
|
|
2014
Q2 | $2.01M | Sell |
28,011
-1,672
| -6% | -$120K | 0.63% | 44 |
|
|
2014
Q1 | $2.01M | Buy |
+29,683
| New | +$2.01M | 0.69% | 43 |
|