RiverGlades Family Offices’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 | $2.46M | Buy |
25,943
+1,200
| +5% | +$114K | 1.61% | 14 |
|
|
2025
Q1 | $2.37M | Sell |
24,743
-390
| -2% | -$37.3K | 1.7% | 15 |
|
|
2024
Q4 | $2.34M | Hold |
25,133
| – | – | 1.67% | 16 |
|
|
2024
Q3 | $2.56M | Buy |
25,133
+50
| +0.2% | +$5.09K | 1.83% | 11 |
|
|
2024
Q2 | $2.2M | Buy |
25,083
+835
| +3% | +$73.3K | 1.71% | 15 |
|
|
2024
Q1 | $2.1M | Sell |
24,248
-2,370
| -9% | -$205K | 1.67% | 16 |
|
|
2023
Q4 | $2.32M | Buy |
26,618
+270
| +1% | +$23.5K | 1.88% | 13 |
|
|
2023
Q3 | $2.06M | Buy |
26,348
+1,240
| +5% | +$96.9K | 1.81% | 16 |
|
|
2023
Q2 | $2.17M | Hold |
25,108
| – | – | 1.94% | 11 |
|
|
2023
Q1 | $2.13M | Hold |
25,108
| – | – | 1.96% | 12 |
|
|
2022
Q4 | $2.11M | Buy |
+25,108
| New | +$2.11M | 1.94% | 13 |
|
|
2022
Q2 | $2.31M | Buy |
25,108
+100
| +0.4% | +$9.2K | 2.14% | 12 |
|
|
2022
Q1 | $2.71M | Buy |
25,008
+185
| +0.7% | +$20K | 2.04% | 11 |
|
|
2021
Q4 | $2.88M | Buy |
24,823
+2,005
| +9% | +$233K | 2.09% | 11 |
|
|
2021
Q3 | $2.34M | Buy |
22,818
+325
| +1% | +$33.3K | 1.83% | 12 |
|
|
2021
Q2 | $2.29M | Buy |
22,493
+277
| +1% | +$28.2K | 1.77% | 14 |
|
|
2021
Q1 | $2.04M | Buy |
22,216
+535
| +2% | +$49.2K | 1.66% | 14 |
|
|
2020
Q4 | $1.86M | Buy |
21,681
+1,080
| +5% | +$92.5K | 1.58% | 15 |
|
|
2020
Q3 | $1.65M | Buy |
20,601
+438
| +2% | +$35K | 1.57% | 18 |
|
|
2020
Q2 | $1.59M | Sell |
20,163
-7,384
| -27% | -$582K | 1.63% | 18 |
|
|
2020
Q1 | $1.92M | Buy |
27,547
+694
| +3% | +$48.3K | 2.04% | 15 |
|
|
2019
Q4 | $2.5M | Sell |
26,853
-525
| -2% | -$48.9K | 2.16% | 13 |
|
|
2019
Q3 | $2.56M | Sell |
27,378
-995
| -4% | -$93.1K | 2.29% | 12 |
|
|
2019
Q2 | $2.48M | Hold |
28,373
| – | – | 2.21% | 12 |
|
|
2019
Q1 | $2.47M | Buy |
+28,373
| New | +$2.47M | 2.23% | 13 |
|
|
2018
Q4 | – | Sell |
-30,463
| Closed | -$2.44M | – | 63 |
|
|
2018
Q3 | $2.44M | Hold |
30,463
| – | – | 2.07% | 14 |
|
|
2018
Q2 | $2.46M | Buy |
30,463
+613
| +2% | +$49.4K | 2.14% | 15 |
|
|
2018
Q1 | $2.25M | Buy |
29,850
+1,558
| +6% | +$118K | 1.8% | 17 |
|
|
2017
Q4 | $2.29M | Buy |
+28,292
| New | +$2.29M | 1.88% | 17 |
|