Regal Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $540K | Buy |
5,706
+140
| +3% | +$13.6K | 0.03% | 411 |
|
|
2025
Q4 | $523K | Sell |
5,566
-73
| -1% | -$6.96K | 0.03% | 414 |
|
|
2025
Q3 | $547K | Sell |
5,639
-153
| -3% | -$14.7K | 0.04% | 364 |
|
|
2025
Q2 | $549K | Sell |
5,792
-163
| -3% | -$15.2K | 0.04% | 332 |
|
|
2025
Q1 | $570K | Sell |
5,955
-56
| -0.9% | -$5.33K | 0.05% | 300 |
|
|
2024
Q4 | $559K | Sell |
6,011
-194
| -3% | -$19.1K | 0.04% | 302 |
|
|
2024
Q3 | $632K | Sell |
6,205
-513
| -8% | -$49.4K | 0.04% | 310 |
|
|
2024
Q2 | $589K | Sell |
6,718
-59
| -0.9% | -$5.06K | 0.04% | 323 |
|
|
2024
Q1 | $609K | Sell |
6,777
-521
| -7% | -$46.1K | 0.04% | 320 |
|
|
2023
Q4 | $667K | Buy |
7,298
+243
| +3% | +$19.9K | 0.05% | 284 |
|
|
2023
Q3 | $551K | Sell |
7,055
-155
| -2% | -$13.2K | 0.05% | 277 |
|
|
2023
Q2 | $624K | Buy |
7,210
+10
| +0.1% | +$840 | 0.05% | 261 |
|
|
2023
Q1 | $611K | Sell |
7,200
-329
| -4% | -$28.8K | 0.05% | 256 |
|
|
2022
Q4 | $634K | Buy |
7,529
+60
| +0.8% | +$5.04K | 0.06% | 239 |
|
|
2022
Q3 | $608K | Sell |
7,469
-104
| -1% | -$9.85K | 0.07% | 232 |
|
|
2022
Q2 | $697K | Sell |
7,573
-2,894
| -28% | -$289K | 0.07% | 236 |
|
|
2022
Q1 | $1.13M | Buy |
10,467
+504
| +5% | +$53.2K | 0.1% | 199 |
|
|
2021
Q4 | $1.16M | Sell |
9,963
-54
| -0.5% | -$5.92K | 0.1% | 217 |
|
|
2021
Q3 | $1.03M | Sell |
10,017
-301
| -3% | -$32K | 0.1% | 227 |
|
|
2021
Q2 | $1.05M | Buy |
+10,318
| New | +$1.02M | 0.11% | 204 |
|
|
2021
Q1 | – | Sell |
-10,024
| Closed | -$859K | – | 240 |
|
|
2020
Q4 | $859K | Buy |
+10,024
| New | +$834K | 0.1% | 199 |
|
|
2020
Q3 | – | Sell |
-8,469
| Closed | -$667K | – | 139 |
|
|
2020
Q2 | $667K | Buy |
+8,469
| New | +$642K | 0.12% | 158 |
|
|
2020
Q1 | – | Sell |
-5,763
| Closed | -$536K | – | 178 |
|
|
2019
Q4 | $536K | Buy |
5,763
+197
| +4% | +$18.3K | 0.1% | 190 |
|
|
2019
Q3 | $521K | Buy |
5,566
+731
| +15% | +$66.6K | 0.1% | 187 |
|
|
2019
Q2 | $422K | Buy |
4,835
+168
| +4% | +$14.7K | 0.08% | 209 |
|
|
2019
Q1 | $406K | Sell |
4,667
-1,345
| -22% | -$111K | 0.08% | 206 |
|
|
2018
Q4 | $451K | Sell |
6,012
-853
| -12% | -$67K | 0.1% | 194 |
|
|
2018
Q3 | $549K | Buy |
6,865
+2,452
| +56% | +$200K | 0.12% | 180 |
|
|
2018
Q2 | $356K | Sell |
4,413
-1,012
| -19% | -$78K | 0.11% | 192 |
|
|
2018
Q1 | $409K | Sell |
5,425
-46
| -0.8% | -$3.49K | 0.09% | 197 |
|
|
2017
Q4 | $443K | Buy |
5,471
+848
| +18% | +$68.8K | 0.1% | 189 |
|
|
2017
Q3 | $369K | Sell |
4,623
-46
| -1% | -$3.69K | 0.09% | 199 |
|
|
2017
Q2 | $372K | Buy |
4,669
+151
| +3% | +$12K | 0.09% | 189 |
|
|
2017
Q1 | $355K | Hold |
4,518
| – | – | 0.09% | 193 |
|
|
2016
Q4 | $348K | Buy |
4,518
+593
| +15% | +$45.1K | 0.1% | 184 |
|
|
2016
Q3 | $316K | Buy |
3,925
+1,402
| +56% | +$116K | 0.09% | 199 |
|
|
2016
Q2 | $208K | Buy |
+2,523
| New | +$198K | 0.06% | 231 |
|
|
2015
Q4 | – | Sell |
-1,388
| Closed | -$98K | – | 593 |
|
|
2015
Q3 | $98K | Sell |
1,388
-87
| -6% | -$6.34K | 0.03% | 344 |
|
|
2015
Q2 | $105K | Sell |
1,475
-10,605
| -88% | -$804K | 0.03% | 329 |
|
|
2015
Q1 | $958K | Sell |
12,080
-4,280
| -26% | -$342K | 0.24% | 114 |
|
|
2014
Q4 | $1.26M | Buy |
16,360
+1,601
| +11% | +$120K | 0.34% | 87 |
|
|
2014
Q3 | $1.02M | Buy |
14,759
+12,416
| +530% | +$899K | 0.31% | 87 |
|
|
2014
Q2 | $168K | Buy |
2,343
+971
| +71% | +$68.4K | 0.06% | 216 |
|
|
2014
Q1 | $93K | Buy |
1,372
+457
| +50% | +$30.3K | 0.04% | 272 |
|
|
2013
Q4 | $58K | Sell |
915
-1,445
| -61% | -$93.1K | 0.03% | 268 |
|
|
2013
Q3 | $151K | Sell |
2,360
-42
| -2% | -$2.74K | 0.09% | 191 |
|
|
2013
Q2 | $161K | Buy |
+2,402
| New | +$170K | 0.09% | 178 |
|
Other funds holding IYR
WI
CBU
IMPI
