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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $41.3K | Sell |
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|
2025
Q2 | $77.2K | Sell |
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|
2025
Q1 | $287K | Sell |
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|
2024
Q4 | $280K | Sell |
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|
2024
Q3 | $320K | Buy |
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|
2024
Q2 | $73.4K | Sell |
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|
2024
Q1 | $227K | Buy |
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|
2023
Q4 | $75.9K | Sell |
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|
2023
Q3 | $104K | Hold |
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|
2023
Q2 | $115K | Sell |
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|
2023
Q1 | $114K | Sell |
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|
2022
Q4 | $117K | Sell |
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|
2022
Q3 | $131K | Buy |
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|
2022
Q2 | $146K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $261K | Buy |
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|
2014
Q2 | $251K | Buy |
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|
2014
Q1 | $34K | Sell |
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|
2013
Q4 | $38K | Buy |
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|
2013
Q3 | $32K | Sell |
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|
2013
Q2 | $354K | Buy |
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