Rockefeller Capital Management’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 | $10.7M | Buy |
112,868
+24,086
| +27% | +$2.34M | 0.02% | 663 |
|
|
2025
Q4 | $8.34M | Sell |
88,782
-14,034
| -14% | -$1.34M | 0.02% | 722 |
|
|
2025
Q3 | $9.98M | Buy |
102,816
+10,829
| +12% | +$1.04M | 0.02% | 627 |
|
|
2025
Q2 | $8.72M | Sell |
91,987
-4,390
| -5% | -$410K | 0.02% | 648 |
|
|
2025
Q1 | $9.23M | Sell |
96,377
-17,501
| -15% | -$1.66M | 0.02% | 592 |
|
|
2024
Q4 | $10.6M | Sell |
113,878
-611
| -0.5% | -$60.2K | 0.03% | 537 |
|
|
2024
Q3 | $11.7M | Buy |
114,489
+8,641
| +8% | +$832K | 0.03% | 500 |
|
|
2024
Q2 | $9.29M | Sell |
105,848
-4,545
| -4% | -$390K | 0.03% | 536 |
|
|
2024
Q1 | $9.92M | Buy |
110,393
+2,046
| +2% | +$181K | 0.03% | 508 |
|
|
2023
Q4 | $9.9M | Buy |
108,347
+1,823
| +2% | +$149K | 0.03% | 461 |
|
|
2023
Q3 | $8.33M | Buy |
106,524
+9,424
| +10% | +$803K | 0.03% | 469 |
|
|
2023
Q2 | $8.28M | Buy |
97,100
+8,457
| +10% | +$710K | 0.03% | 485 |
|
|
2023
Q1 | $7.53M | Buy |
88,643
+12,366
| +16% | +$1.08M | 0.03% | 484 |
|
|
2022
Q4 | $6.42M | Buy |
76,277
+14,065
| +23% | +$1.18M | 0.03% | 476 |
|
|
2022
Q3 | $5.07M | Buy |
62,212
+23,510
| +61% | +$2.23M | 0.03% | 529 |
|
|
2022
Q2 | $3.56M | Buy |
38,702
+1,800
| +5% | +$179K | 0.02% | 601 |
|
|
2022
Q1 | $3.99M | Buy |
36,902
+46
| +0.1% | +$4.86K | 0.02% | 595 |
|
|
2021
Q4 | $4.28M | Buy |
36,856
+132
| +0.4% | +$14.5K | 0.02% | 585 |
|
|
2021
Q3 | $3.76M | Sell |
36,724
-335
| -0.9% | -$35.6K | 0.02% | 562 |
|
|
2021
Q2 | $3.78M | Buy |
37,059
+1,336
| +4% | +$133K | 0.02% | 527 |
|
|
2021
Q1 | $3.28M | Sell |
35,723
-1,236
| -3% | -$108K | 0.02% | 450 |
|
|
2020
Q4 | $3.16M | Buy |
36,959
+900
| +2% | +$74.9K | 0.02% | 402 |
|
|
2020
Q3 | $2.88M | Buy |
36,059
+24,934
| +224% | +$2.01M | 0.03% | 354 |
|
|
2020
Q2 | $877K | Sell |
11,125
-18,746
| -63% | -$1.42M | 0.01% | 570 |
|
|
2020
Q1 | $2.08M | Buy |
29,871
+351
| +1% | +$31.1K | 0.03% | 331 |
|
|
2019
Q4 | $2.75M | Buy |
29,520
+226
| +0.8% | +$21K | 0.03% | 292 |
|
|
2019
Q3 | $2.74M | Buy |
29,294
+13,863
| +90% | +$1.26M | 0.04% | 250 |
|
|
2019
Q2 | $1.35M | Buy |
15,431
+166
| +1% | +$14.5K | 0.02% | 310 |
|
|
2019
Q1 | $1.33M | Buy |
15,265
+2,675
| +21% | +$221K | 0.02% | 329 |
|
|
2018
Q4 | $943K | Buy |
+12,590
| New | +$989K | 0.02% | 259 |
|
Other funds holding IYR
WI
CBU
IMPI
