Pinkerton Retirement Specialists’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 | $937K | Buy |
+9,882
| New | +$937K | 0.11% | 104 |
|
|
2025
Q1 | – | Sell |
-370,278
| Closed | -$34.5M | – | 126 |
|
|
2024
Q4 | $34.5M | Buy |
370,278
+133,717
| +57% | +$12.4M | 5% | 6 |
|
|
2024
Q3 | $24.1M | Buy |
+236,561
| New | +$24.1M | 3.5% | 7 |
|
|
2022
Q2 | – | Sell |
-92,768
| Closed | -$10M | – | 102 |
|
|
2022
Q1 | $10M | Sell |
92,768
-45,398
| -33% | -$4.91M | 2.24% | 12 |
|
|
2021
Q4 | $16M | Buy |
138,166
+32,121
| +30% | +$3.73M | 2.81% | 10 |
|
|
2021
Q3 | $10.9M | Buy |
+106,045
| New | +$10.9M | 2.1% | 12 |
|