Pathstone Holdings’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
$22.6M Buy
238,300
+1,605
+0.7% +$152K 0.09% 151
2025
Q1
$22.7M Sell
236,695
-9,647
-4% -$924K 0.1% 150
2024
Q4
$22.9M Buy
246,342
+87
+0% +$8.1K 0.1% 143
2024
Q3
$25.1M Sell
246,255
-2,348
-0.9% -$239K 0.11% 131
2024
Q2
$21.8M Buy
248,603
+28,354
+13% +$2.49M 0.1% 143
2024
Q1
$19.8M Sell
220,249
-2,543
-1% -$229K 0.09% 154
2023
Q4
$20.4M Buy
+222,792
New +$20.4M 0.11% 128