Private Trust Company’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 | $40K | Buy |
432
+7
| +2% | +$680 | ﹤0.01% | 1393 |
|
|
2025
Q4 | $39.9K | Hold |
425
| – | – | ﹤0.01% | 1371 |
|
|
2025
Q3 | $41.3K | Sell |
425
-390
| -48% | -$37.5K | ﹤0.01% | 1356 |
|
|
2025
Q2 | $77.2K | Sell |
815
-2,178
| -73% | -$203K | 0.01% | 1042 |
|
|
2025
Q1 | $287K | Sell |
2,993
-16
| -0.5% | -$1.52K | 0.03% | 575 |
|
|
2024
Q4 | $280K | Sell |
3,009
-135
| -4% | -$13.3K | 0.03% | 572 |
|
|
2024
Q3 | $320K | Buy |
3,144
+2,308
| +276% | +$222K | 0.03% | 534 |
|
|
2024
Q2 | $73.4K | Sell |
836
-1,686
| -67% | -$145K | 0.01% | 984 |
|
|
2024
Q1 | $227K | Buy |
2,522
+1,692
| +204% | +$150K | 0.02% | 597 |
|
|
2023
Q4 | $75.9K | Sell |
830
-500
| -38% | -$40.9K | 0.01% | 920 |
|
|
2023
Q3 | $104K | Hold |
1,330
| – | – | 0.01% | 784 |
|
|
2023
Q2 | $115K | Sell |
1,330
-17
| -1% | -$1.43K | 0.01% | 758 |
|
|
2023
Q1 | $114K | Sell |
1,347
-38
| -3% | -$3.32K | 0.02% | 720 |
|
|
2022
Q4 | $117K | Sell |
1,385
-219
| -14% | -$18.4K | 0.02% | 679 |
|
|
2022
Q3 | $131K | Buy |
1,604
+20
| +1% | +$1.89K | 0.02% | 587 |
|
|
2022
Q2 | $146K | Buy |
+1,584
| New | +$158K | 0.02% | 568 |
|
|
2014
Q4 | – | Sell |
-3,777
| Closed | -$261K | – | 739 |
|
|
2014
Q3 | $261K | Buy |
3,777
+281
| +8% | +$20.4K | 0.09% | 247 |
|
|
2014
Q2 | $251K | Buy |
3,496
+2,996
| +599% | +$211K | 0.08% | 256 |
|
|
2014
Q1 | $34K | Sell |
500
-101
| -17% | -$6.7K | 0.01% | 592 |
|
|
2013
Q4 | $38K | Buy |
601
+101
| +20% | +$6.5K | 0.02% | 513 |
|
|
2013
Q3 | $32K | Sell |
500
-4,827
| -91% | -$315K | 0.01% | 531 |
|
|
2013
Q2 | $354K | Buy |
+5,327
| New | +$376K | 0.16% | 147 |
|
Other funds holding IYR
WI
CBU
IMPI
