Raymond James Financial Services 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $12.1M | Buy |
118,725
+14,384
| +14% | +$1.47M | 0.02% | 779 |
|
|
2024
Q2 | $9.15M | Sell |
104,341
-15,930
| -13% | -$1.4M | 0.01% | 865 |
|
|
2024
Q1 | $10.8M | Buy |
120,271
+7,642
| +7% | +$687K | 0.02% | 772 |
|
|
2023
Q4 | $10.3M | Sell |
112,629
-9,256
| -8% | -$846K | 0.02% | 746 |
|
|
2023
Q3 | $9.52M | Sell |
121,885
-3,201
| -3% | -$250K | 0.02% | 719 |
|
|
2023
Q2 | $10.8M | Sell |
125,086
-13,589
| -10% | -$1.18M | 0.02% | 682 |
|
|
2023
Q1 | $11.8M | Buy |
138,675
+1,379
| +1% | +$117K | 0.02% | 631 |
|
|
2022
Q4 | $11.6M | Buy |
137,296
+9,154
| +7% | +$771K | 0.02% | 595 |
|
|
2022
Q3 | $10.4M | Sell |
128,142
-12,396
| -9% | -$1.01M | 0.02% | 596 |
|
|
2022
Q2 | $12.9M | Sell |
140,538
-8,469
| -6% | -$779K | 0.03% | 543 |
|
|
2022
Q1 | $16.1M | Sell |
149,007
-41,078
| -22% | -$4.45M | 0.03% | 515 |
|
|
2021
Q4 | $22.1M | Sell |
190,085
-28,556
| -13% | -$3.32M | 0.04% | 424 |
|
|
2021
Q3 | $22.4M | Buy |
218,641
+67,940
| +45% | +$6.96M | 0.05% | 401 |
|
|
2021
Q2 | $15.4M | Buy |
150,701
+36,811
| +32% | +$3.75M | 0.03% | 517 |
|
|
2021
Q1 | $10.5M | Buy |
113,890
+2,455
| +2% | +$226K | 0.02% | 607 |
|
|
2020
Q4 | $9.55M | Buy |
111,435
+29,920
| +37% | +$2.56M | 0.02% | 574 |
|
|
2020
Q3 | $6.51M | Buy |
81,515
+9,409
| +13% | +$751K | 0.02% | 657 |
|
|
2020
Q2 | $5.68M | Sell |
72,106
-84,559
| -54% | -$6.66M | 0.02% | 653 |
|
|
2020
Q1 | $10.9M | Sell |
156,665
-41,871
| -21% | -$2.91M | 0.05% | 354 |
|
|
2019
Q4 | $18.5M | Sell |
198,536
-5,652
| -3% | -$526K | 0.06% | 336 |
|
|
2019
Q3 | $19.1M | Buy |
204,188
+6,057
| +3% | +$567K | 0.07% | 298 |
|
|
2019
Q2 | $17.3M | Buy |
198,131
+16,882
| +9% | +$1.47M | 0.07% | 311 |
|
|
2019
Q1 | $15.8M | Sell |
181,249
-4,810
| -3% | -$419K | 0.07% | 323 |
|
|
2018
Q4 | $13.9M | Sell |
186,059
-6,195
| -3% | -$464K | 0.07% | 289 |
|
|
2018
Q3 | $15.4M | Buy |
192,254
+38,348
| +25% | +$3.07M | 0.07% | 310 |
|
|
2018
Q2 | $12.4M | Buy |
+153,906
| New | +$12.4M | 0.06% | 330 |
|
|
2018
Q1 | – | Sell |
-168,741
| Closed | -$13.7M | – | 2597 |
|
|
2017
Q4 | $13.7M | Sell |
168,741
-45,635
| -21% | -$3.7M | 0.09% | 279 |
|
|
2017
Q3 | $17.1M | Buy |
214,376
+48,689
| +29% | +$3.89M | 0.11% | 216 |
|
|
2017
Q2 | $13.2M | Sell |
165,687
-2,857
| -2% | -$228K | 0.09% | 259 |
|
|
2017
Q1 | $13.2M | Buy |
168,544
+6,819
| +4% | +$535K | 0.1% | 241 |
|
|
2016
Q4 | $12.4M | Sell |
161,725
-121,222
| -43% | -$9.33M | 0.1% | 241 |
|
|
2016
Q3 | $22.8M | Buy |
282,947
+83,019
| +42% | +$6.69M | 0.2% | 123 |
|
|
2016
Q2 | $16.5M | Sell |
199,928
-61,427
| -24% | -$5.06M | 0.16% | 168 |
|
|
2016
Q1 | $20.3M | Buy |
261,355
+43,548
| +20% | +$3.39M | 0.23% | 99 |
|
|
2015
Q4 | $16.4M | Buy |
217,807
+82,177
| +61% | +$6.17M | 0.19% | 131 |
|
|
2015
Q3 | $9.62M | Buy |
135,630
+80,929
| +148% | +$5.74M | 0.16% | 161 |
|
|
2015
Q2 | $3.9M | Buy |
+54,701
| New | +$3.9M | 0.28% | 90 |
|
|
2013
Q3 | – | Sell |
-108,426
| Closed | -$7.2M | – | 719 |
|
|
2013
Q2 | $7.2M | Buy |
+108,426
| New | +$7.2M | 0.21% | 106 |
|