Rehmann Capital Advisory Group’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 | $946K | Sell |
9,977
-18
| -0.2% | -$1.71K | 0.06% | 221 |
|
|
2025
Q1 | $957K | Buy |
9,995
+261
| +3% | +$25K | 0.06% | 227 |
|
|
2024
Q4 | $906K | Sell |
9,734
-41
| -0.4% | -$3.82K | 0.06% | 230 |
|
|
2024
Q3 | $996K | Sell |
9,775
-493
| -5% | -$50.2K | 0.07% | 218 |
|
|
2024
Q2 | $901K | Buy |
10,268
+285
| +3% | +$25K | 0.06% | 220 |
|
|
2024
Q1 | $898K | Sell |
9,983
-71
| -0.7% | -$6.38K | 0.07% | 218 |
|
|
2023
Q4 | $919K | Sell |
10,054
-121
| -1% | -$11.1K | 0.08% | 204 |
|
|
2023
Q3 | $795K | Sell |
10,175
-1,251
| -11% | -$97.8K | 0.07% | 207 |
|
|
2023
Q2 | $989K | Sell |
11,426
-160
| -1% | -$13.8K | 0.09% | 190 |
|
|
2023
Q1 | $984K | Sell |
11,586
-71
| -0.6% | -$6.03K | 0.09% | 189 |
|
|
2022
Q4 | $981K | Buy |
11,657
+72
| +0.6% | +$6.06K | 0.1% | 177 |
|
|
2022
Q3 | $943K | Sell |
11,585
-1,847
| -14% | -$150K | 0.1% | 170 |
|
|
2022
Q2 | $1.24M | Sell |
13,432
-375
| -3% | -$34.5K | 0.14% | 137 |
|
|
2022
Q1 | $1.49M | Buy |
13,807
+262
| +2% | +$28.4K | 0.14% | 129 |
|
|
2021
Q4 | $1.57M | Buy |
13,545
+594
| +5% | +$69K | 0.15% | 126 |
|
|
2021
Q3 | $1.33M | Sell |
12,951
-3,562
| -22% | -$365K | 0.13% | 140 |
|
|
2021
Q2 | $1.68M | Sell |
16,513
-487
| -3% | -$49.6K | 0.16% | 102 |
|
|
2021
Q1 | $1.56M | Sell |
17,000
-608
| -3% | -$55.9K | 0.16% | 103 |
|
|
2020
Q4 | $1.51M | Buy |
17,608
+37
| +0.2% | +$3.17K | 0.17% | 100 |
|
|
2020
Q3 | $1.4M | Sell |
17,571
-18
| -0.1% | -$1.44K | 0.18% | 103 |
|
|
2020
Q2 | $1.39M | Sell |
17,589
-1,422
| -7% | -$112K | 0.19% | 98 |
|
|
2020
Q1 | $1.32M | Buy |
+19,011
| New | +$1.32M | 0.22% | 87 |
|
|
2019
Q3 | – | Sell |
-19,695
| Closed | -$1.72M | – | 1933 |
|
|
2019
Q2 | $1.72M | Buy |
19,695
+1,075
| +6% | +$93.9K | 0.21% | 80 |
|
|
2019
Q1 | $1.62M | Buy |
+18,620
| New | +$1.62M | 0.22% | 75 |
|
|
2018
Q4 | – | Sell |
-18,422
| Closed | -$1.47M | – | 2004 |
|
|
2018
Q3 | $1.47M | Buy |
18,422
+405
| +2% | +$32.4K | 0.2% | 87 |
|
|
2018
Q2 | $1.45M | Sell |
18,017
-574
| -3% | -$46.3K | 0.21% | 85 |
|
|
2018
Q1 | $1.4M | Sell |
18,591
-125
| -0.7% | -$9.43K | 0.22% | 88 |
|
|
2017
Q4 | $1.52M | Sell |
18,716
-459
| -2% | -$37.2K | 0.26% | 79 |
|
|
2017
Q3 | $1.53M | Buy |
19,175
+445
| +2% | +$35.6K | 0.28% | 74 |
|
|
2017
Q2 | $1.49M | Sell |
18,730
-1,335
| -7% | -$106K | 0.29% | 72 |
|
|
2017
Q1 | $1.58M | Buy |
20,065
+2,434
| +14% | +$191K | 0.26% | 79 |
|
|
2016
Q4 | $1.36M | Buy |
17,631
+440
| +3% | +$33.9K | 0.25% | 82 |
|
|
2016
Q3 | $1.39M | Buy |
17,191
+395
| +2% | +$31.8K | 0.27% | 76 |
|
|
2016
Q2 | $1.38M | Buy |
16,796
+1,590
| +10% | +$131K | 0.26% | 82 |
|
|
2016
Q1 | $1.18M | Buy |
15,206
+113
| +0.7% | +$8.8K | 0.23% | 92 |
|
|
2015
Q4 | $1.13M | Sell |
15,093
-2,173
| -13% | -$163K | 0.24% | 83 |
|
|
2015
Q3 | $1.23M | Buy |
17,266
+374
| +2% | +$26.5K | 0.28% | 75 |
|
|
2015
Q2 | $1.2M | Sell |
16,892
-1,054
| -6% | -$75.1K | 0.27% | 77 |
|
|
2015
Q1 | $1.42M | Buy |
17,946
+3,190
| +22% | +$253K | 0.32% | 65 |
|
|
2014
Q4 | $1.13M | Sell |
14,756
-528
| -3% | -$40.6K | 0.26% | 79 |
|
|
2014
Q3 | $1.06M | Buy |
15,284
+1,941
| +15% | +$134K | 0.25% | 81 |
|
|
2014
Q2 | $958K | Buy |
13,343
+414
| +3% | +$29.7K | 0.23% | 81 |
|
|
2014
Q1 | $875K | Buy |
12,929
+423
| +3% | +$28.6K | 0.24% | 79 |
|
|
2013
Q4 | $789K | Buy |
12,506
+52
| +0.4% | +$3.28K | 0.24% | 81 |
|
|
2013
Q3 | $794K | Sell |
12,454
-1,185
| -9% | -$75.5K | 0.26% | 76 |
|
|
2013
Q2 | $906K | Buy |
+13,639
| New | +$906K | 0.31% | 65 |
|