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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $549K | Sell |
|
|||||
|
2025
Q1 | $570K | Sell |
|
|||||
|
2024
Q4 | $559K | Sell |
|
|||||
|
2024
Q3 | $632K | Sell |
|
|||||
|
2024
Q2 | $589K | Sell |
|
|||||
|
2024
Q1 | $609K | Sell |
|
|||||
|
2023
Q4 | $667K | Buy |
|
|||||
|
2023
Q3 | $551K | Sell |
|
|||||
|
2023
Q2 | $624K | Buy |
|
|||||
|
2023
Q1 | $611K | Sell |
|
|||||
|
2022
Q4 | $634K | Buy |
|
|||||
|
2022
Q3 | $608K | Sell |
|
|||||
|
2022
Q2 | $697K | Sell |
|
|||||
|
2022
Q1 | $1.13M | Buy |
|
|||||
|
2021
Q4 | $1.16M | Sell |
|
|||||
|
2021
Q3 | $1.03M | Sell |
|
|||||
|
2021
Q2 | $1.05M | Buy |
|
|||||
|
2021
Q1 | – | Sell |
|
|||||
|
2020
Q4 | $859K | Buy |
|
|||||
|
2020
Q3 | – | Sell |
|
|||||
|
2020
Q2 | $667K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $536K | Buy |
|
|||||
|
2019
Q3 | $521K | Buy |
|
|||||
|
2019
Q2 | $422K | Buy |
|
|||||
|
2019
Q1 | $406K | Sell |
|
|||||
|
2018
Q4 | $451K | Sell |
|
|||||
|
2018
Q3 | $549K | Buy |
|
|||||
|
2018
Q2 | $356K | Sell |
|
|||||
|
2018
Q1 | $409K | Sell |
|
|||||
|
2017
Q4 | $443K | Buy |
|
|||||
|
2017
Q3 | $369K | Sell |
|
|||||
|
2017
Q2 | $372K | Buy |
|
|||||
|
2017
Q1 | $355K | Hold |
|
|||||
|
2016
Q4 | $348K | Buy |
|
|||||
|
2016
Q3 | $316K | Buy |
|
|||||
|
2016
Q2 | $208K | Buy |
|
|||||
|
2015
Q4 | – | Sell |
|
|||||
|
2015
Q3 | $98K | Sell |
|
|||||
|
2015
Q2 | $105K | Sell |
|
|||||
|
2015
Q1 | $958K | Sell |
|
|||||
|
2014
Q4 | $1.26M | Buy |
|
|||||
|
2014
Q3 | $1.02M | Buy |
|
|||||
|
2014
Q2 | $168K | Buy |
|
|||||
|
2014
Q1 | $93K | Buy |
|
|||||
|
2013
Q4 | $58K | Sell |
|
|||||
|
2013
Q3 | $151K | Sell |
|
|||||
|
2013
Q2 | $161K | Buy |
|