Prime Capital Investment Advisors’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 | – | Sell |
-2,189
| Closed | -$204K | – | 1061 |
|
|
2024
Q4 | $204K | Buy |
2,189
+1
| +0% | +$93 | ﹤0.01% | 861 |
|
|
2024
Q3 | $223K | Sell |
2,188
-93
| -4% | -$9.48K | ﹤0.01% | 826 |
|
|
2024
Q2 | $200K | Sell |
2,281
-349
| -13% | -$30.6K | ﹤0.01% | 859 |
|
|
2024
Q1 | $236K | Sell |
2,630
-1,652
| -39% | -$149K | ﹤0.01% | 861 |
|
|
2023
Q4 | $391K | Sell |
4,282
-552
| -11% | -$50.5K | 0.01% | 653 |
|
|
2023
Q3 | $378K | Sell |
4,834
-860
| -15% | -$67.2K | 0.01% | 524 |
|
|
2023
Q2 | $493K | Buy |
5,694
+2,337
| +70% | +$202K | 0.01% | 485 |
|
|
2023
Q1 | $285K | Sell |
3,357
-2,528
| -43% | -$215K | 0.01% | 436 |
|
|
2022
Q4 | $495K | Buy |
+5,885
| New | +$495K | 0.02% | 331 |
|
|
2022
Q3 | – | Sell |
-4,126
| Closed | -$380K | – | 417 |
|
|
2022
Q2 | $380K | Sell |
4,126
-1,006
| -20% | -$92.7K | 0.02% | 262 |
|
|
2022
Q1 | $596K | Hold |
5,132
| – | – | 0.03% | 216 |
|
|
2021
Q4 | $596K | Sell |
5,132
-14
| -0.3% | -$1.63K | 0.03% | 219 |
|
|
2021
Q3 | $527K | Sell |
5,146
-25,778
| -83% | -$2.64M | 0.03% | 213 |
|
|
2021
Q2 | $3.15M | Buy |
30,924
+6,115
| +25% | +$623K | 0.18% | 114 |
|
|
2021
Q1 | $2.28M | Buy |
24,809
+1,243
| +5% | +$114K | 0.16% | 112 |
|
|
2020
Q4 | $2.02M | Buy |
23,566
+5,662
| +32% | +$485K | 0.16% | 112 |
|
|
2020
Q3 | $1.43M | Sell |
17,904
-1,916
| -10% | -$153K | 0.12% | 138 |
|
|
2020
Q2 | $1.56M | Sell |
19,820
-30,469
| -61% | -$2.4M | 0.15% | 118 |
|
|
2020
Q1 | $3.5M | Buy |
50,289
+11,928
| +31% | +$830K | 0.41% | 47 |
|
|
2019
Q4 | $3.57M | Buy |
38,361
+4,559
| +13% | +$424K | 0.41% | 51 |
|
|
2019
Q3 | $3.16M | Buy |
33,802
+6,544
| +24% | +$612K | 0.49% | 51 |
|
|
2019
Q2 | $2.38M | Buy |
+27,258
| New | +$2.38M | 0.43% | 68 |
|