Passaic Partners’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 | $20.6M | Buy |
217,134
+63,687
| +42% | +$6.04M | 2.49% | 7 |
|
|
2025
Q1 | $14.7M | Sell |
153,447
-25,304
| -14% | -$2.42M | 2.23% | 9 |
|
|
2024
Q4 | $16.6M | Sell |
178,751
-42,682
| -19% | -$3.97M | 2.42% | 9 |
|
|
2024
Q3 | $22.6M | Buy |
221,433
+67,553
| +44% | +$6.88M | 3.38% | 5 |
|
|
2024
Q2 | $13.5M | Buy |
153,880
+6,034
| +4% | +$529K | 1.99% | 8 |
|
|
2024
Q1 | $13.3M | Sell |
147,846
-51,276
| -26% | -$4.61M | 1.92% | 8 |
|
|
2023
Q4 | $18.2M | Sell |
199,122
-97,851
| -33% | -$8.94M | 3.08% | 5 |
|
|
2023
Q3 | $23.2M | Sell |
296,973
-35
| -0% | -$2.74K | 4.22% | 6 |
|
|
2023
Q2 | $25.7M | Buy |
297,008
+154,268
| +108% | +$13.4M | 4.39% | 6 |
|
|
2023
Q1 | $12.1M | Buy |
142,740
+1,720
| +1% | +$146K | 2.45% | 6 |
|
|
2022
Q4 | $11.9M | Buy |
+141,020
| New | +$11.9M | 2.48% | 7 |
|
|
2022
Q3 | – | Sell |
-143,174
| Closed | -$13.2M | – | 10 |
|
|
2022
Q2 | $13.2M | Buy |
143,174
+10,524
| +8% | +$968K | 2.3% | 5 |
|
|
2022
Q1 | $14.4M | Sell |
132,650
-4,002
| -3% | -$433K | 2.22% | 6 |
|
|
2021
Q4 | $15.9M | Buy |
+136,652
| New | +$15.9M | 1.13% | 5 |
|