Prospera Financial Services’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 | $643K | Buy |
6,781
+845
| +14% | +$80.1K | 0.01% | 820 |
|
|
2025
Q1 | $568K | Sell |
5,936
-420
| -7% | -$40.2K | 0.01% | 729 |
|
|
2024
Q4 | $591K | Buy |
6,356
+711
| +13% | +$66.2K | 0.01% | 692 |
|
|
2024
Q3 | $575K | Sell |
5,645
-270
| -5% | -$27.5K | 0.01% | 675 |
|
|
2024
Q2 | $519K | Sell |
5,915
-167
| -3% | -$14.7K | 0.01% | 698 |
|
|
2024
Q1 | $547K | Buy |
6,082
+164
| +3% | +$14.7K | 0.02% | 685 |
|
|
2023
Q4 | $541K | Sell |
5,918
-3,123
| -35% | -$285K | 0.02% | 633 |
|
|
2023
Q3 | $707K | Sell |
9,041
-5,012
| -36% | -$392K | 0.03% | 522 |
|
|
2023
Q2 | $1.22M | Sell |
14,053
-1,808
| -11% | -$156K | 0.05% | 364 |
|
|
2023
Q1 | $1.35M | Buy |
15,861
+1,796
| +13% | +$152K | 0.06% | 342 |
|
|
2022
Q4 | $1.18M | Sell |
14,065
-4,245
| -23% | -$357K | 0.06% | 319 |
|
|
2022
Q3 | $1.49M | Sell |
18,310
-27,422
| -60% | -$2.23M | 0.08% | 281 |
|
|
2022
Q2 | $4.21M | Buy |
45,732
+30,240
| +195% | +$2.78M | 0.21% | 102 |
|
|
2022
Q1 | $1.68M | Buy |
15,492
+1,145
| +8% | +$124K | 0.07% | 308 |
|
|
2021
Q4 | $1.67M | Buy |
14,347
+296
| +2% | +$34.4K | 0.07% | 303 |
|
|
2021
Q3 | $1.44M | Buy |
14,051
+163
| +1% | +$16.7K | 0.07% | 306 |
|
|
2021
Q2 | $1.42M | Buy |
13,888
+1,936
| +16% | +$197K | 0.07% | 316 |
|
|
2021
Q1 | $1.1M | Buy |
11,952
+4,528
| +61% | +$416K | 0.07% | 325 |
|
|
2020
Q4 | $636K | Buy |
+7,424
| New | +$636K | 0.04% | 373 |
|
|
2020
Q1 | – | Sell |
-4,648
| Closed | -$433K | – | 576 |
|
|
2019
Q4 | $433K | Buy |
4,648
+1,030
| +28% | +$96K | 0.03% | 405 |
|
|
2019
Q3 | $338K | Sell |
3,618
-230
| -6% | -$21.5K | 0.03% | 402 |
|
|
2019
Q2 | $336K | Buy |
+3,848
| New | +$336K | 0.04% | 376 |
|