Perigon Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $639K | Buy |
6,756
+1,100
| +19% | +$107K | 0.01% | 682 |
|
|
2025
Q4 | $531K | Buy |
5,656
+1,537
| +37% | +$146K | 0.01% | 763 |
|
|
2025
Q3 | $400K | Buy |
4,119
+329
| +9% | +$31.7K | 0.01% | 829 |
|
|
2025
Q2 | $359K | Buy |
3,790
+312
| +9% | +$29.1K | 0.01% | 783 |
|
|
2025
Q1 | $333K | Sell |
3,478
-2,593
| -43% | -$247K | 0.01% | 773 |
|
|
2024
Q4 | $570K | Sell |
6,071
-8
| -0.1% | -$788 | 0.01% | 600 |
|
|
2024
Q3 | $619K | Buy |
6,079
+424
| +7% | +$40.8K | 0.02% | 556 |
|
|
2024
Q2 | $496K | Sell |
5,655
-555
| -9% | -$47.6K | 0.01% | 536 |
|
|
2024
Q1 | $558K | Buy |
6,210
+559
| +10% | +$49.4K | 0.02% | 507 |
|
|
2023
Q4 | $517K | Buy |
5,651
+3,051
| +117% | +$250K | 0.02% | 489 |
|
|
2023
Q3 | $203K | Sell |
2,600
-2,495
| -49% | -$213K | 0.01% | 730 |
|
|
2023
Q2 | $441K | Buy |
5,095
+2,697
| +112% | +$227K | 0.02% | 490 |
|
|
2023
Q1 | $204K | Hold |
2,398
| – | – | 0.01% | 668 |
|
|
2022
Q4 | $202K | Sell |
2,398
-434
| -15% | -$36.4K | 0.01% | 655 |
|
|
2022
Q3 | $231K | Sell |
2,832
-231
| -8% | -$21.9K | 0.02% | 495 |
|
|
2022
Q2 | $282K | Buy |
3,063
+444
| +17% | +$44.3K | 0.02% | 439 |
|
|
2022
Q1 | $283K | Sell |
2,619
-466
| -15% | -$49.2K | 0.02% | 477 |
|
|
2021
Q4 | $358K | Sell |
3,085
-2,000
| -39% | -$219K | 0.03% | 415 |
|
|
2021
Q3 | $521K | Sell |
5,085
-547
| -10% | -$58.2K | 0.05% | 300 |
|
|
2021
Q2 | $574K | Sell |
5,632
-695
| -11% | -$69K | 0.05% | 279 |
|
|
2021
Q1 | $582K | Sell |
6,327
-375
| -6% | -$32.9K | 0.06% | 259 |
|
|
2020
Q4 | $574K | Buy |
6,702
+25
| +0.4% | +$2.08K | 0.07% | 230 |
|
|
2020
Q3 | $533K | Sell |
6,677
-2,125
| -24% | -$172K | 0.07% | 210 |
|
|
2020
Q2 | $694K | Sell |
8,802
-650
| -7% | -$49.3K | 0.11% | 148 |
|
|
2020
Q1 | $746K | Buy |
9,452
+385
| +4% | +$34.1K | 0.14% | 122 |
|
|
2019
Q4 | $841K | Buy |
9,067
+838
| +10% | +$77.7K | 0.17% | 101 |
|
|
2019
Q3 | $768K | Sell |
8,229
-800
| -9% | -$72.9K | 0.18% | 90 |
|
|
2019
Q2 | $788K | Sell |
9,029
-4,470
| -33% | -$391K | 0.18% | 93 |
|
|
2019
Q1 | $1.16M | Buy |
13,499
+1,330
| +11% | +$110K | 0.27% | 67 |
|
|
2018
Q4 | $981K | Buy |
12,169
+510
| +4% | +$40.1K | 0.25% | 71 |
|
|
2018
Q3 | $942K | Buy |
11,659
+7,275
| +166% | +$593K | 0.23% | 79 |
|
|
2018
Q2 | $357K | Buy |
4,384
+800
| +22% | +$61.6K | 0.11% | 161 |
|
|
2018
Q1 | $270K | Sell |
3,584
-865
| -19% | -$65.6K | 0.1% | 139 |
|
|
2017
Q4 | $360K | Sell |
4,449
-2,556
| -36% | -$208K | 0.13% | 92 |
|
|
2017
Q3 | $560K | Buy |
7,005
+3,656
| +109% | +$294K | 0.18% | 104 |
|
|
2017
Q2 | $267K | Sell |
3,349
-140
| -4% | -$11.1K | 0.06% | 225 |
|
|
2017
Q1 | $274K | Hold |
3,489
| – | – | 0.06% | 226 |
|
|
2016
Q4 | $278K | Sell |
3,489
-1,378
| -28% | -$105K | 0.06% | 220 |
|
|
2016
Q3 | $392K | Buy |
4,867
+3,058
| +169% | +$253K | 0.1% | 163 |
|
|
2016
Q2 | $149K | Buy |
+1,809
| New | +$142K | 0.04% | 212 |
|
Other funds holding IYR
WI
CBU
IMPI
