Rise 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $124K | Buy |
1,312
+7
| +0.5% | +$663 | 0.05% | 130 |
|
|
2025
Q1 | $125K | Buy |
1,305
+5
| +0.4% | +$479 | 0.06% | 125 |
|
|
2024
Q4 | $121K | Buy |
1,300
+11
| +0.9% | +$1.02K | 0.06% | 128 |
|
|
2024
Q3 | $131K | Buy |
1,289
+9
| +0.7% | +$917 | 0.06% | 124 |
|
|
2024
Q2 | $112K | Buy |
1,280
+8
| +0.6% | +$702 | 0.06% | 136 |
|
|
2024
Q1 | $114K | Buy |
1,272
+5
| +0.4% | +$449 | 0.06% | 136 |
|
|
2023
Q4 | $116K | Buy |
1,267
+24
| +2% | +$2.19K | 0.08% | 96 |
|
|
2023
Q3 | $97.1K | Sell |
1,243
-959
| -44% | -$74.9K | 0.08% | 92 |
|
|
2023
Q2 | $191K | Buy |
2,202
+10
| +0.5% | +$865 | 0.15% | 68 |
|
|
2023
Q1 | $186K | Sell |
2,192
-24
| -1% | -$2.04K | 0.14% | 70 |
|
|
2022
Q4 | $187K | Buy |
2,216
+19
| +0.9% | +$1.6K | 0.15% | 66 |
|
|
2022
Q3 | $179K | Buy |
2,197
+24
| +1% | +$1.96K | 0.15% | 65 |
|
|
2022
Q2 | $200K | Buy |
2,173
+44
| +2% | +$4.05K | 0.2% | 59 |
|
|
2022
Q1 | $230K | Buy |
2,129
+9
| +0.4% | +$972 | 0.21% | 61 |
|
|
2021
Q4 | $246K | Buy |
+2,120
| New | +$246K | 0.23% | 56 |
|