OneDigital Investment 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 | $281K | Sell |
2,969
-29
| -1% | -$2.75K | ﹤0.01% | 1201 |
|
|
2025
Q1 | $287K | Buy |
2,998
+11
| +0.4% | +$1.05K | ﹤0.01% | 1135 |
|
|
2024
Q4 | $278K | Sell |
2,987
-4
| -0.1% | -$372 | ﹤0.01% | 1167 |
|
|
2024
Q3 | $305K | Buy |
2,991
+80
| +3% | +$8.15K | ﹤0.01% | 1149 |
|
|
2024
Q2 | $255K | Buy |
2,911
+92
| +3% | +$8.07K | ﹤0.01% | 1176 |
|
|
2024
Q1 | $253K | Sell |
2,819
-146
| -5% | -$13.1K | ﹤0.01% | 968 |
|
|
2023
Q4 | $271K | Buy |
+2,965
| New | +$271K | ﹤0.01% | 948 |
|
|
2021
Q1 | – | Sell |
-8,092
| Closed | -$693K | – | 688 |
|
|
2020
Q4 | $693K | Buy |
8,092
+44
| +0.5% | +$3.77K | 0.04% | 284 |
|
|
2020
Q3 | $643K | Buy |
8,048
+4,031
| +100% | +$322K | 0.04% | 262 |
|
|
2020
Q2 | $317K | Buy |
+4,017
| New | +$317K | 0.02% | 422 |
|
|
2018
Q4 | – | Sell |
-1,147
| Closed | -$92K | – | 1206 |
|
|
2018
Q3 | $92K | Buy |
1,147
+517
| +82% | +$41.5K | 0.02% | 287 |
|
|
2018
Q2 | $51K | Sell |
630
-31
| -5% | -$2.51K | 0.01% | 490 |
|
|
2018
Q1 | $50K | Buy |
+661
| New | +$50K | 0.01% | 517 |
|