Pinnacle Financial 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
Q1 | $566K | Buy |
6,078
+21
| +0.3% | +$1.95K | 0.01% | 320 |
|
|
2024
Q4 | $617K | Hold |
6,057
| – | – | 0.01% | 309 |
|
|
2024
Q3 | $617K | Sell |
6,057
-1,107
| -15% | -$113K | 0.01% | 310 |
|
|
2024
Q2 | $644K | Hold |
7,164
| – | – | 0.01% | 302 |
|
|
2024
Q1 | $644K | Sell |
7,164
-213
| -3% | -$19.1K | 0.01% | 303 |
|
|
2023
Q4 | $674K | Buy |
7,377
+66
| +0.9% | +$6.03K | 0.02% | 285 |
|
|
2023
Q3 | $571K | Sell |
7,311
-4,184
| -36% | -$327K | 0.01% | 288 |
|
|
2023
Q2 | $995K | Buy |
11,495
+15
| +0.1% | +$1.3K | 0.02% | 244 |
|
|
2023
Q1 | $975K | Sell |
11,480
-918
| -7% | -$77.9K | 0.03% | 247 |
|
|
2022
Q4 | $1.04M | Buy |
12,398
+5,947
| +92% | +$501K | 0.03% | 240 |
|
|
2022
Q3 | $525K | Buy |
6,451
+3,504
| +119% | +$285K | 0.02% | 273 |
|
|
2022
Q2 | $271K | Buy |
2,947
+4
| +0.1% | +$368 | 0.01% | 326 |
|
|
2022
Q1 | $318K | Sell |
2,943
-146
| -5% | -$15.8K | 0.01% | 314 |
|
|
2021
Q4 | $359K | Buy |
3,089
+11
| +0.4% | +$1.28K | 0.01% | 319 |
|
|
2021
Q3 | $315K | Sell |
3,078
-3,471
| -53% | -$355K | 0.01% | 312 |
|
|
2021
Q2 | $667K | Sell |
6,549
-633
| -9% | -$64.5K | 0.03% | 243 |
|
|
2021
Q1 | $640K | Sell |
7,182
-2,991
| -29% | -$267K | 0.03% | 234 |
|
|
2020
Q4 | $852K | Buy |
10,173
+580
| +6% | +$48.6K | 0.04% | 214 |
|
|
2020
Q3 | $766K | Sell |
9,593
-123
| -1% | -$9.82K | 0.04% | 209 |
|
|
2020
Q2 | $765K | Sell |
9,716
-15,496
| -61% | -$1.22M | 0.04% | 208 |
|
|
2020
Q1 | $1.75M | Sell |
25,212
-5,678
| -18% | -$395K | 0.12% | 153 |
|
|
2019
Q4 | $2.88M | Sell |
30,890
-768
| -2% | -$71.5K | 0.18% | 136 |
|
|
2019
Q3 | $2.96M | Sell |
31,658
-1,515
| -5% | -$142K | 0.21% | 130 |
|
|
2019
Q2 | $2.9M | Sell |
33,173
-15,544
| -32% | -$1.36M | 0.22% | 124 |
|
|
2019
Q1 | $4.24M | Sell |
48,717
-9,987
| -17% | -$869K | 0.34% | 91 |
|
|
2018
Q4 | $4.4M | Buy |
58,704
+5,831
| +11% | +$437K | 0.42% | 71 |
|
|
2018
Q3 | $4.23M | Buy |
52,873
+3,590
| +7% | +$287K | 0.36% | 85 |
|
|
2018
Q2 | $3.97M | Buy |
49,283
+94
| +0.2% | +$7.57K | 0.38% | 79 |
|
|
2018
Q1 | $3.71M | Sell |
49,189
-1,246
| -2% | -$94K | 0.38% | 79 |
|
|
2017
Q4 | $4.09M | Buy |
50,435
+2,695
| +6% | +$218K | 0.43% | 68 |
|
|
2017
Q3 | $3.81M | Sell |
47,740
-1,223
| -2% | -$97.7K | 0.49% | 63 |
|
|
2017
Q2 | $3.91M | Buy |
48,963
+3,869
| +9% | +$309K | 0.55% | 58 |
|
|
2017
Q1 | $3.54M | Buy |
45,094
+12,913
| +40% | +$1.01M | 0.7% | 48 |
|
|
2016
Q4 | $2.48M | Buy |
32,181
+6,882
| +27% | +$529K | 0.54% | 56 |
|
|
2016
Q3 | $2.1M | Buy |
25,299
+26
| +0.1% | +$2.16K | 0.47% | 63 |
|
|
2016
Q2 | $2.11M | Buy |
25,273
+9,201
| +57% | +$767K | 0.48% | 63 |
|
|
2016
Q1 | $1.25M | Buy |
16,072
+7,153
| +80% | +$557K | 0.32% | 92 |
|
|
2015
Q4 | $669K | Sell |
8,919
-1,105
| -11% | -$82.9K | 0.21% | 128 |
|
|
2015
Q3 | $712K | Sell |
10,024
-1,000
| -9% | -$71K | 0.22% | 116 |
|
|
2015
Q2 | $786K | Sell |
11,024
-4,675
| -30% | -$333K | 0.25% | 111 |
|
|
2015
Q1 | $1.25M | Buy |
15,699
+262
| +2% | +$20.8K | 0.42% | 78 |
|
|
2014
Q4 | $1.19M | Buy |
15,437
+1,277
| +9% | +$98.1K | 0.41% | 77 |
|
|
2014
Q3 | $980K | Buy |
14,160
+4,252
| +43% | +$294K | 0.37% | 83 |
|
|
2014
Q2 | $711K | Buy |
9,908
+755
| +8% | +$54.2K | 0.28% | 94 |
|
|
2014
Q1 | $619K | Buy |
9,153
+1,562
| +21% | +$106K | 0.28% | 98 |
|
|
2013
Q4 | $479K | Sell |
7,591
-5,293
| -41% | -$334K | 0.22% | 111 |
|
|
2013
Q3 | $822K | Sell |
12,884
-55
| -0.4% | -$3.51K | 0.41% | 73 |
|
|
2013
Q2 | $860K | Buy |
+12,939
| New | +$860K | 0.45% | 73 |
|