Osaic Holdings’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.8M | Sell |
40,158
-199
| -0.5% | -$19.3K | 0.01% | 1545 |
|
|
2025
Q4 | $3.79M | Sell |
40,357
-14,669
| -27% | -$1.4M | 0.01% | 1589 |
|
|
2025
Q3 | $5.35M | Sell |
55,026
-30,590
| -36% | -$2.94M | 0.01% | 1421 |
|
|
2025
Q2 | $8.12M | Buy |
85,616
+35,463
| +71% | +$3.31M | 0.01% | 953 |
|
|
2025
Q1 | $4.8M | Sell |
50,153
-35,940
| -42% | -$3.42M | 0.01% | 1067 |
|
|
2024
Q4 | $8.02M | Buy |
86,093
+29,814
| +53% | +$2.94M | 0.02% | 780 |
|
|
2024
Q3 | $5.73M | Buy |
56,279
+12,584
| +29% | +$1.21M | 0.01% | 955 |
|
|
2024
Q2 | $3.83M | Sell |
43,695
-5,368
| -11% | -$460K | 0.01% | 1180 |
|
|
2024
Q1 | $4.41M | Sell |
49,063
-11,805
| -19% | -$1.04M | 0.01% | 1119 |
|
|
2023
Q4 | $5.55M | Sell |
60,868
-17,834
| -23% | -$1.46M | 0.01% | 1124 |
|
|
2023
Q3 | $6.15M | Buy |
78,702
+9,594
| +14% | +$818K | 0.01% | 1182 |
|
|
2023
Q2 | $5.98M | Sell |
69,108
-7,506
| -10% | -$630K | 0.01% | 1051 |
|
|
2023
Q1 | $6.51M | Sell |
76,614
-16,039
| -17% | -$1.4M | 0.01% | 984 |
|
|
2022
Q4 | $7.8M | Sell |
92,653
-3,652
| -4% | -$307K | 0.02% | 847 |
|
|
2022
Q3 | $7.84M | Sell |
96,305
-16,376
| -15% | -$1.55M | 0.02% | 772 |
|
|
2022
Q2 | $10.4M | Sell |
112,681
-47,838
| -30% | -$4.77M | 0.02% | 648 |
|
|
2022
Q1 | $17.1M | Sell |
160,519
-124,264
| -44% | -$13.1M | 0.03% | 497 |
|
|
2021
Q4 | $33.1M | Buy |
284,783
+62,131
| +28% | +$6.81M | 0.06% | 291 |
|
|
2021
Q3 | $22.8M | Buy |
222,652
+80,337
| +56% | +$8.55M | 0.05% | 364 |
|
|
2021
Q2 | $14.5M | Buy |
142,315
+69,261
| +95% | +$6.88M | 0.03% | 489 |
|
|
2021
Q1 | $6.72M | Sell |
73,054
-682
| -0.9% | -$59.8K | 0.02% | 795 |
|
|
2020
Q4 | $6.32M | Sell |
73,736
-3,539
| -5% | -$295K | 0.02% | 727 |
|
|
2020
Q3 | $6.17M | Sell |
77,275
-132
| -0.2% | -$10.7K | 0.02% | 658 |
|
|
2020
Q2 | $6.1M | Sell |
77,407
-161,904
| -68% | -$12.3M | 0.02% | 608 |
|
|
2020
Q1 | $6.91M | Buy |
+239,311
| New | +$21.2M | 0.03% | 493 |
|
Other funds holding IYR
WI
CBU
IMPI
