Optimum Investment Advisors’s iShares US Real Estate ETF IYR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $127K | Sell |
|
|||||
|
2025
Q2 | $160K | Buy |
|
|||||
|
2025
Q1 | $157K | Buy |
|
|||||
|
2024
Q4 | $150K | Buy |
|
|||||
|
2024
Q3 | $152K | Sell |
|
|||||
|
2024
Q2 | $132K | Buy |
|
|||||
|
2024
Q1 | $131K | Buy |
|
|||||
|
2023
Q4 | $115K | Buy |
|
|||||
|
2023
Q3 | $94.7K | Sell |
|
|||||
|
2023
Q2 | $114K | Buy |
|
|||||
|
2023
Q1 | $109K | Buy |
|
|||||
|
2022
Q4 | $105K | Buy |
|
|||||
|
2022
Q3 | $86K | Sell |
|
|||||
|
2022
Q2 | $99K | Sell |
|
|||||
|
2022
Q1 | $157K | Sell |
|
|||||
|
2021
Q4 | $175K | Buy |
|
|||||
|
2021
Q3 | $150K | Sell |
|
|||||
|
2021
Q2 | $170K | Buy |
|
|||||
|
2021
Q1 | $113K | Sell |
|
|||||
|
2020
Q4 | $156K | Sell |
|
|||||
|
2020
Q3 | $161K | Sell |
|
|||||
|
2020
Q2 | $176K | Sell |
|
|||||
|
2020
Q1 | $165K | Buy |
|
|||||
|
2019
Q4 | $220K | Sell |
|
|||||
|
2019
Q3 | $233K | Buy |
|
|||||
|
2019
Q2 | $209K | Sell |
|
|||||
|
2019
Q1 | $217K | Buy |
|
|||||
|
2018
Q4 | $151K | Buy |
|
|||||
|
2018
Q3 | $152K | Buy |
|
|||||
|
2018
Q2 | $145K | Buy |
|
|||||
|
2018
Q1 | $112K | Buy |
|
|||||
|
2015
Q1 | $63K | Hold |
|
|||||
|
2014
Q4 | $61K | Buy |
|
|||||
|
2014
Q3 | $42K | Buy |
|
|||||
|
2014
Q2 | $40K | Buy |
|