Rather & Kittrell’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 | $1.58M | Sell |
16,707
-229
| -1% | -$21.7K | 0.31% | 31 |
|
|
2025
Q1 | $1.62M | Sell |
16,936
-234
| -1% | -$22.4K | 0.35% | 29 |
|
|
2024
Q4 | $1.6M | Sell |
17,170
-1,008
| -6% | -$93.8K | 0.38% | 26 |
|
|
2024
Q3 | $1.85M | Buy |
18,178
+429
| +2% | +$43.7K | 0.45% | 27 |
|
|
2024
Q2 | $1.56M | Sell |
17,749
-230
| -1% | -$20.2K | 0.43% | 28 |
|
|
2024
Q1 | $1.62M | Sell |
17,979
-330
| -2% | -$29.7K | 0.48% | 26 |
|
|
2023
Q4 | $1.67M | Buy |
18,309
+378
| +2% | +$34.6K | 0.58% | 26 |
|
|
2023
Q3 | $1.4M | Sell |
17,931
-8
| -0% | -$625 | 0.57% | 26 |
|
|
2023
Q2 | $1.55M | Sell |
17,939
-220
| -1% | -$19K | 0.65% | 25 |
|
|
2023
Q1 | $1.54M | Sell |
18,159
-438
| -2% | -$37.2K | 0.7% | 26 |
|
|
2022
Q4 | $1.56M | Sell |
18,597
-419
| -2% | -$35.2K | 0.83% | 25 |
|
|
2022
Q3 | $1.55M | Buy |
19,016
+79
| +0.4% | +$6.43K | 1.63% | 14 |
|
|
2022
Q2 | $1.74M | Sell |
18,937
-352
| -2% | -$32.4K | 1.91% | 13 |
|
|
2022
Q1 | $2.09M | Sell |
19,289
-978
| -5% | -$106K | 2.03% | 12 |
|
|
2021
Q4 | $2.35M | Buy |
+20,267
| New | +$2.35M | 2.07% | 13 |
|