Pure Financial 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
Q2 | $622K | Buy |
6,567
+4,228
| +181% | +$401K | 0.01% | 253 |
|
|
2025
Q1 | $224K | Sell |
2,339
-69
| -3% | -$6.61K | ﹤0.01% | 359 |
|
|
2024
Q4 | $224K | Sell |
2,408
-70
| -3% | -$6.52K | 0.01% | 319 |
|
|
2024
Q3 | $252K | Buy |
2,478
+5
| +0.2% | +$509 | 0.01% | 293 |
|
|
2024
Q2 | $217K | Hold |
2,473
| – | – | 0.01% | 296 |
|
|
2024
Q1 | $222K | Sell |
2,473
-26
| -1% | -$2.34K | 0.01% | 289 |
|
|
2023
Q4 | $228K | Buy |
+2,499
| New | +$228K | 0.01% | 278 |
|
|
2023
Q3 | – | Sell |
-2,534
| Closed | -$219K | – | 266 |
|
|
2023
Q2 | $219K | Sell |
2,534
-19
| -0.7% | -$1.64K | 0.01% | 239 |
|
|
2023
Q1 | $217K | Buy |
2,553
+3
| +0.1% | +$255 | 0.01% | 237 |
|
|
2022
Q4 | $215K | Buy |
2,550
+7
| +0.3% | +$589 | 0.01% | 229 |
|
|
2022
Q3 | $207K | Sell |
2,543
-270
| -10% | -$22K | 0.01% | 219 |
|
|
2022
Q2 | $259K | Sell |
2,813
-22
| -0.8% | -$2.03K | 0.02% | 207 |
|
|
2022
Q1 | $307K | Sell |
2,835
-51
| -2% | -$5.52K | 0.01% | 181 |
|
|
2021
Q4 | $335K | Sell |
2,886
-85
| -3% | -$9.87K | 0.02% | 158 |
|
|
2021
Q3 | $304K | Sell |
2,971
-78
| -3% | -$7.98K | 0.02% | 154 |
|
|
2021
Q2 | $311K | Sell |
3,049
-24
| -0.8% | -$2.45K | 0.03% | 154 |
|
|
2021
Q1 | $283K | Sell |
3,073
-49
| -2% | -$4.51K | 0.03% | 153 |
|
|
2020
Q4 | $267K | Sell |
3,122
-164
| -5% | -$14K | 0.03% | 151 |
|
|
2020
Q3 | $262K | Sell |
3,286
-50
| -1% | -$3.99K | 0.04% | 138 |
|
|
2020
Q2 | $263K | Sell |
3,336
-27
| -0.8% | -$2.13K | 0.04% | 119 |
|
|
2020
Q1 | $234K | Sell |
3,363
-267
| -7% | -$18.6K | 0.04% | 120 |
|
|
2019
Q4 | $338K | Sell |
3,630
-103
| -3% | -$9.59K | 0.06% | 114 |
|
|
2019
Q3 | $349K | Hold |
3,733
| – | – | 0.06% | 102 |
|
|
2019
Q2 | $326K | Sell |
3,733
-195
| -5% | -$17K | 0.06% | 108 |
|
|
2019
Q1 | $342K | Buy |
3,928
+4
| +0.1% | +$348 | 0.06% | 106 |
|
|
2018
Q4 | $294K | Sell |
3,924
-320
| -8% | -$24K | 0.06% | 117 |
|
|
2018
Q3 | $340K | Buy |
+4,244
| New | +$340K | 0.07% | 108 |
|
|
2017
Q4 | – | Sell |
-5,193
| Closed | -$415K | – | 57 |
|
|
2017
Q3 | $415K | Buy |
5,193
+9
| +0.2% | +$719 | 0.11% | 80 |
|
|
2017
Q2 | $413K | Sell |
5,184
-23
| -0.4% | -$1.83K | 0.11% | 78 |
|
|
2017
Q1 | $409K | Sell |
5,207
-28
| -0.5% | -$2.2K | 0.12% | 74 |
|
|
2016
Q4 | $403K | Sell |
5,235
-71
| -1% | -$5.47K | 0.12% | 69 |
|
|
2016
Q3 | $428K | Sell |
5,306
-256
| -5% | -$20.7K | 0.14% | 67 |
|
|
2016
Q2 | $458K | Sell |
5,562
-73
| -1% | -$6.01K | 0.16% | 58 |
|
|
2016
Q1 | $439K | Sell |
5,635
-1,141
| -17% | -$88.9K | 0.16% | 58 |
|
|
2015
Q4 | $509K | Buy |
6,776
+270
| +4% | +$20.3K | 0.22% | 41 |
|
|
2015
Q3 | $462K | Buy |
6,506
+1,300
| +25% | +$92.3K | 0.22% | 39 |
|
|
2015
Q2 | $371K | Sell |
5,206
-197
| -4% | -$14K | 0.18% | 47 |
|
|
2015
Q1 | $429K | Sell |
5,403
-717
| -12% | -$56.9K | 0.14% | 39 |
|
|
2014
Q4 | $470K | Sell |
6,120
-71
| -1% | -$5.45K | 0.16% | 36 |
|
|
2014
Q3 | $428K | Sell |
6,191
-1,140
| -16% | -$78.8K | 0.16% | 36 |
|
|
2014
Q2 | $526K | Sell |
7,331
-51
| -0.7% | -$3.66K | 0.19% | 35 |
|
|
2014
Q1 | $497K | Sell |
7,382
-596
| -7% | -$40.1K | 0.2% | 33 |
|
|
2013
Q4 | $503K | Sell |
7,978
-359
| -4% | -$22.6K | 0.22% | 33 |
|
|
2013
Q3 | $532K | Sell |
8,337
-127
| -2% | -$8.1K | 0.26% | 33 |
|
|
2013
Q2 | $562K | Buy |
+8,464
| New | +$562K | 0.3% | 31 |
|