Patten & Patten’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
Q3 | $415K | Buy |
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|
2025
Q2 | $209K | Sell |
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|
2025
Q1 | $211K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $208K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $204K | Buy |
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|
2022
Q1 | $216K | Hold |
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|
2021
Q4 | $232K | Hold |
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|
2021
Q3 | $204K | Sell |
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|
2021
Q2 | $209K | Sell |
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|
2021
Q1 | $232K | Sell |
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|
2020
Q4 | $228K | Hold |
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|
2020
Q3 | $212K | Hold |
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|
2020
Q2 | $209K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $292K | Sell |
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|
2019
Q3 | $295K | Buy |
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|
2019
Q2 | $271K | Buy |
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|
2019
Q1 | $254K | Hold |
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|
2018
Q4 | $219K | Sell |
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|
2018
Q3 | $245K | Sell |
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|
2018
Q2 | $327K | Hold |
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|
2018
Q1 | $306K | Sell |
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|
2017
Q4 | $345K | Sell |
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|
2017
Q3 | $368K | Sell |
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|
2017
Q2 | $406K | Buy |
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|
2017
Q1 | $399K | Sell |
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|
2016
Q4 | $407K | Buy |
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|
2016
Q3 | $409K | Buy |
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|
2016
Q2 | $254K | Hold |
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|
2016
Q1 | $240K | Sell |
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|
2015
Q4 | $233K | Sell |
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|
2015
Q3 | $222K | Sell |
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|
2015
Q2 | $274K | Sell |
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|
2015
Q1 | $345K | Sell |
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|
2014
Q4 | $357K | Sell |
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|
2014
Q3 | $370K | Sell |
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|
2014
Q2 | $457K | Sell |
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|
2014
Q1 | $499K | Sell |
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|
2013
Q4 | $504K | Sell |
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|
2013
Q3 | $574K | Sell |
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|
2013
Q2 | $792K | Buy |
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