O'Shaughnessy Asset Management’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
Q2 | $13.3K | Hold |
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|
2025
Q1 | $13.4K | Buy |
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|
2024
Q4 | $8.65K | Buy |
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|
2024
Q3 | $9.08K | Hold |
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|
2024
Q2 | $7.98K | Hold |
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|
2024
Q1 | $8.14K | Buy |
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|
2023
Q4 | $8.23K | Sell |
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|
2023
Q3 | $7.5K | Hold |
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|
2023
Q2 | $8.31K | Sell |
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|
2023
Q1 | $18.3K | Sell |
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|
2022
Q4 | $20K | Sell |
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|
2022
Q3 | $24K | Hold |
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|
2022
Q2 | $27K | Buy |
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|
2022
Q1 | $21K | Sell |
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|
2021
Q4 | $32K | Buy |
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|
2021
Q3 | $19K | Sell |
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|
2021
Q2 | $21K | Buy |
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