Optimum 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 | $160K | Buy |
1,684
+44
| +3% | +$4.17K | 0.07% | 201 |
|
|
2025
Q1 | $157K | Buy |
1,640
+28
| +2% | +$2.68K | 0.07% | 193 |
|
|
2024
Q4 | $150K | Buy |
1,612
+122
| +8% | +$11.4K | 0.07% | 209 |
|
|
2024
Q3 | $152K | Sell |
1,490
-15
| -1% | -$1.53K | 0.07% | 216 |
|
|
2024
Q2 | $132K | Buy |
1,505
+44
| +3% | +$3.86K | 0.06% | 227 |
|
|
2024
Q1 | $131K | Buy |
1,461
+201
| +16% | +$18.1K | 0.06% | 235 |
|
|
2023
Q4 | $115K | Buy |
1,260
+48
| +4% | +$4.39K | 0.06% | 243 |
|
|
2023
Q3 | $94.7K | Sell |
1,212
-102
| -8% | -$7.97K | 0.05% | 272 |
|
|
2023
Q2 | $114K | Buy |
1,314
+26
| +2% | +$2.25K | 0.06% | 255 |
|
|
2023
Q1 | $109K | Buy |
1,288
+38
| +3% | +$3.23K | 0.06% | 254 |
|
|
2022
Q4 | $105K | Buy |
1,250
+190
| +18% | +$16K | 0.06% | 258 |
|
|
2022
Q3 | $86K | Sell |
1,060
-20
| -2% | -$1.62K | 0.05% | 299 |
|
|
2022
Q2 | $99K | Sell |
1,080
-367
| -25% | -$33.6K | 0.05% | 286 |
|
|
2022
Q1 | $157K | Sell |
1,447
-63
| -4% | -$6.84K | 0.07% | 247 |
|
|
2021
Q4 | $175K | Buy |
1,510
+45
| +3% | +$5.22K | 0.07% | 252 |
|
|
2021
Q3 | $150K | Sell |
1,465
-199
| -12% | -$20.4K | 0.06% | 274 |
|
|
2021
Q2 | $170K | Buy |
1,664
+434
| +35% | +$44.3K | 0.05% | 286 |
|
|
2021
Q1 | $113K | Sell |
1,230
-595
| -33% | -$54.7K | 0.03% | 349 |
|
|
2020
Q4 | $156K | Sell |
1,825
-198
| -10% | -$16.9K | 0.05% | 286 |
|
|
2020
Q3 | $161K | Sell |
2,023
-207
| -9% | -$16.5K | 0.05% | 264 |
|
|
2020
Q2 | $176K | Sell |
2,230
-141
| -6% | -$11.1K | 0.06% | 252 |
|
|
2020
Q1 | $165K | Buy |
2,371
+2
| +0.1% | +$139 | 0.07% | 240 |
|
|
2019
Q4 | $220K | Sell |
2,369
-119
| -5% | -$11.1K | 0.07% | 257 |
|
|
2019
Q3 | $233K | Buy |
2,488
+94
| +4% | +$8.8K | 0.07% | 244 |
|
|
2019
Q2 | $209K | Sell |
2,394
-100
| -4% | -$8.73K | 0.07% | 259 |
|
|
2019
Q1 | $217K | Buy |
2,494
+480
| +24% | +$41.8K | 0.07% | 263 |
|
|
2018
Q4 | $151K | Buy |
2,014
+118
| +6% | +$8.85K | 0.05% | 302 |
|
|
2018
Q3 | $152K | Buy |
1,896
+98
| +5% | +$7.86K | 0.04% | 337 |
|
|
2018
Q2 | $145K | Buy |
1,798
+310
| +21% | +$25K | 0.04% | 341 |
|
|
2018
Q1 | $112K | Buy |
+1,488
| New | +$112K | 0.03% | 383 |
|
|
2015
Q1 | $63K | Hold |
789
| – | – | 0.02% | 462 |
|
|
2014
Q4 | $61K | Buy |
789
+233
| +42% | +$18K | 0.02% | 457 |
|
|
2014
Q3 | $42K | Buy |
556
+1
| +0.2% | +$76 | 0.01% | 512 |
|
|
2014
Q2 | $40K | Buy |
+555
| New | +$40K | 0.01% | 528 |
|