Oppenheimer & Co’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 | $370K | Buy |
3,907
+1
| +0% | +$95 | ﹤0.01% | 1257 |
|
2025
Q1 | $374K | Buy |
3,906
+29
| +0.7% | +$2.78K | 0.01% | 1183 |
|
2024
Q4 | $361K | Buy |
3,877
+207
| +6% | +$19.3K | 0.01% | 1179 |
|
2024
Q3 | $374K | Sell |
3,670
-238
| -6% | -$24.2K | 0.01% | 1147 |
|
2024
Q2 | $343K | Sell |
3,908
-817
| -17% | -$71.7K | 0.01% | 1140 |
|
2024
Q1 | $425K | Sell |
4,725
-1,884
| -29% | -$169K | 0.01% | 1052 |
|
2023
Q4 | $604K | Sell |
6,609
-348
| -5% | -$31.8K | 0.01% | 907 |
|
2023
Q3 | $544K | Sell |
6,957
-1,705
| -20% | -$133K | 0.01% | 909 |
|
2023
Q2 | $750K | Buy |
8,662
+75
| +0.9% | +$6.49K | 0.02% | 822 |
|
2023
Q1 | $729K | Buy |
8,587
+126
| +1% | +$10.7K | 0.02% | 809 |
|
2022
Q4 | $712K | Sell |
8,461
-216
| -2% | -$18.2K | 0.02% | 800 |
|
2022
Q3 | $706K | Buy |
8,677
+794
| +10% | +$64.6K | 0.02% | 772 |
|
2022
Q2 | $725K | Buy |
7,883
+155
| +2% | +$14.3K | 0.02% | 799 |
|
2022
Q1 | $836K | Sell |
7,728
-3,043
| -28% | -$329K | 0.02% | 812 |
|
2021
Q4 | $1.25M | Buy |
10,771
+2,964
| +38% | +$344K | 0.02% | 692 |
|
2021
Q3 | $799K | Buy |
7,807
+523
| +7% | +$53.5K | 0.02% | 824 |
|
2021
Q2 | $743K | Buy |
7,284
+1,847
| +34% | +$188K | 0.01% | 867 |
|
2021
Q1 | $500K | Buy |
5,437
+1,085
| +25% | +$99.8K | 0.01% | 963 |
|
2020
Q4 | $373K | Buy |
4,352
+230
| +6% | +$19.7K | 0.01% | 1003 |
|
2020
Q3 | $329K | Sell |
4,122
-840
| -17% | -$67K | 0.01% | 953 |
|
2020
Q2 | $391K | Sell |
4,962
-720
| -13% | -$56.7K | 0.01% | 883 |
|
2020
Q1 | $395K | Sell |
5,682
-697
| -11% | -$48.5K | 0.01% | 815 |
|
2019
Q4 | $594K | Sell |
6,379
-274
| -4% | -$25.5K | 0.01% | 774 |
|
2019
Q3 | $622K | Buy |
6,653
+1,030
| +18% | +$96.3K | 0.02% | 722 |
|
2019
Q2 | $491K | Sell |
5,623
-120
| -2% | -$10.5K | 0.01% | 821 |
|
2019
Q1 | $500K | Buy |
5,743
+920
| +19% | +$80.1K | 0.01% | 825 |
|
2018
Q4 | $361K | Sell |
4,823
-5
| -0.1% | -$374 | 0.01% | 859 |
|
2018
Q3 | $386K | Sell |
4,828
-1,230
| -20% | -$98.3K | 0.01% | 964 |
|
2018
Q2 | $488K | Sell |
6,058
-4,143
| -41% | -$334K | 0.01% | 871 |
|
2018
Q1 | $770K | Buy |
10,201
+2,408
| +31% | +$182K | 0.02% | 700 |
|
2017
Q4 | $631K | Buy |
7,793
+3,100
| +66% | +$251K | 0.02% | 778 |
|
2017
Q3 | $375K | Sell |
4,693
-39
| -0.8% | -$3.12K | 0.01% | 952 |
|
2017
Q2 | $377K | Sell |
4,732
-3,390
| -42% | -$270K | 0.01% | 935 |
|
2017
Q1 | $637K | Sell |
8,122
-1,191
| -13% | -$93.4K | 0.02% | 710 |
|
2016
Q4 | $717K | Buy |
9,313
+162
| +2% | +$12.5K | 0.02% | 673 |
|
2016
Q3 | $738K | Buy |
9,151
+2,445
| +36% | +$197K | 0.02% | 660 |
|
2016
Q2 | $553K | Buy |
6,706
+386
| +6% | +$31.8K | 0.02% | 754 |
|
2016
Q1 | $492K | Buy |
6,320
+722
| +13% | +$56.2K | 0.01% | 761 |
|
2015
Q4 | $420K | Sell |
5,598
-89
| -2% | -$6.68K | 0.01% | 833 |
|
2015
Q3 | $403K | Sell |
5,687
-3,008
| -35% | -$213K | 0.01% | 886 |
|
2015
Q2 | $620K | Buy |
8,695
+154
| +2% | +$11K | 0.02% | 789 |
|
2015
Q1 | $677K | Buy |
8,541
+5,010
| +142% | +$397K | 0.02% | 756 |
|
2014
Q4 | $271K | Sell |
3,531
-901
| -20% | -$69.2K | 0.01% | 1073 |
|
2014
Q3 | $307K | Sell |
4,432
-1,335
| -23% | -$92.5K | 0.01% | 1060 |
|
2014
Q2 | $414K | Buy |
5,767
+218
| +4% | +$15.7K | 0.01% | 918 |
|
2014
Q1 | $375K | Sell |
5,549
-5,012
| -47% | -$339K | 0.01% | 951 |
|
2013
Q4 | $666K | Buy |
10,561
+1,740
| +20% | +$110K | 0.02% | 714 |
|
2013
Q3 | $563K | Sell |
8,821
-3,219
| -27% | -$205K | 0.02% | 728 |
|
2013
Q2 | $800K | Buy |
+12,040
| New | +$800K | 0.03% | 578 |
|