Orion Portfolio Solutions’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 | $601K | Buy |
6,273
+1,726
| +38% | +$165K | 0.01% | 1329 |
|
|
2024
Q4 | $423K | Sell |
4,547
-2,201
| -33% | -$205K | ﹤0.01% | 1410 |
|
|
2024
Q3 | $687K | Buy |
6,748
+3,596
| +114% | +$366K | 0.01% | 1214 |
|
|
2024
Q2 | $277K | Sell |
3,152
-761
| -19% | -$66.8K | ﹤0.01% | 1492 |
|
|
2024
Q1 | $352K | Sell |
3,913
-139
| -3% | -$12.5K | ﹤0.01% | 1399 |
|
|
2023
Q4 | $369K | Sell |
4,052
-317
| -7% | -$28.8K | ﹤0.01% | 1326 |
|
|
2023
Q3 | $341K | Sell |
4,369
-13
| -0.3% | -$1.02K | ﹤0.01% | 1334 |
|
|
2023
Q2 | $379K | Sell |
4,382
-665
| -13% | -$57.5K | ﹤0.01% | 1317 |
|
|
2023
Q1 | $429K | Buy |
+5,047
| New | +$429K | 0.01% | 1193 |
|
|
2020
Q3 | – | Sell |
-226
| Closed | -$18K | – | 1262 |
|
|
2020
Q2 | $18K | Hold |
226
| – | – | ﹤0.01% | 985 |
|
|
2020
Q1 | $16K | Buy |
226
+197
| +679% | +$13.9K | ﹤0.01% | 910 |
|
|
2019
Q4 | $3K | Buy |
+29
| New | +$3K | ﹤0.01% | 1410 |
|