Oppenheimer Asset 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
Q1 | – | Sell |
-39,653
| Closed | -$3.69M | – | 1166 |
|
|
2024
Q4 | $3.69M | Buy |
+39,653
| New | +$3.69M | 0.04% | 388 |
|
|
2024
Q1 | – | Sell |
-17,393
| Closed | -$1.59M | – | 1139 |
|
|
2023
Q4 | $1.59M | Buy |
+17,393
| New | +$1.59M | 0.02% | 577 |
|
|
2023
Q1 | – | Sell |
-23,357
| Closed | -$1.97M | – | 1161 |
|
|
2022
Q4 | $1.97M | Buy |
+23,357
| New | +$1.97M | 0.03% | 488 |
|
|
2020
Q1 | – | Sell |
-419
| Closed | -$39K | – | 1573 |
|
|
2019
Q4 | $39K | Buy |
+419
| New | +$39K | ﹤0.01% | 1376 |
|
|
2019
Q1 | – | Sell |
-4,318
| Closed | -$324K | – | 1625 |
|
|
2018
Q4 | $324K | Buy |
+4,318
| New | +$324K | 0.01% | 877 |
|