OSAM
O'Shaughnessy Asset Management’s iShares US Real Estate ETF IYR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.3K | Hold |
140
| – | – | ﹤0.01% | 2162 |
|
|
2025
Q1 | $13.4K | Buy |
140
+47
| +51% | +$4.5K | ﹤0.01% | 2098 |
|
|
2024
Q4 | $8.66K | Buy |
93
+2
| +2% | +$186 | ﹤0.01% | 2071 |
|
|
2024
Q3 | $9.08K | Hold |
91
| – | – | ﹤0.01% | 2000 |
|
|
2024
Q2 | $7.98K | Hold |
91
| – | – | ﹤0.01% | 1849 |
|
|
2024
Q1 | $8.15K | Buy |
91
+1
| +1% | +$90 | ﹤0.01% | 1777 |
|
|
2023
Q4 | $8.23K | Sell |
90
-6
| -6% | -$548 | ﹤0.01% | 1656 |
|
|
2023
Q3 | $7.5K | Hold |
96
| – | – | ﹤0.01% | 1555 |
|
|
2023
Q2 | $8.31K | Sell |
96
-120
| -56% | -$10.4K | ﹤0.01% | 1442 |
|
|
2023
Q1 | $18.3K | Sell |
216
-21
| -9% | -$1.78K | ﹤0.01% | 1393 |
|
|
2022
Q4 | $20K | Sell |
237
-58
| -20% | -$4.88K | ﹤0.01% | 1305 |
|
|
2022
Q3 | $24K | Hold |
295
| – | – | ﹤0.01% | 1261 |
|
|
2022
Q2 | $27K | Buy |
295
+105
| +55% | +$9.61K | ﹤0.01% | 1187 |
|
|
2022
Q1 | $21K | Sell |
190
-84
| -31% | -$9.28K | ﹤0.01% | 1218 |
|
|
2021
Q4 | $32K | Buy |
274
+84
| +44% | +$9.81K | ﹤0.01% | 1188 |
|
|
2021
Q3 | $19K | Sell |
190
-12
| -6% | -$1.2K | ﹤0.01% | 1957 |
|
|
2021
Q2 | $21K | Buy |
+202
| New | +$21K | ﹤0.01% | 1827 |
|