Rodgers & Associates’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 | $3.89M | Buy |
41,134
+1,139
| +3% | +$111K | 0.4% | 37 |
|
|
2025
Q4 | $3.76M | Buy |
39,995
+363
| +0.9% | +$34.6K | 0.38% | 37 |
|
|
2025
Q3 | $3.85M | Buy |
39,632
+1,141
| +3% | +$110K | 0.4% | 36 |
|
|
2025
Q2 | $3.65M | Buy |
38,491
+263
| +0.7% | +$24.5K | 0.4% | 36 |
|
|
2025
Q1 | $3.66M | Buy |
38,228
+1,422
| +4% | +$135K | 0.45% | 35 |
|
|
2024
Q4 | $3.43M | Buy |
36,806
+3,249
| +10% | +$320K | 0.41% | 36 |
|
|
2024
Q3 | $3.42M | Sell |
33,557
-5,487
| -14% | -$528K | 0.41% | 37 |
|
|
2024
Q2 | $3.43M | Buy |
39,044
+314
| +0.8% | +$26.9K | 0.44% | 36 |
|
|
2024
Q1 | $3.48M | Sell |
38,730
-616
| -2% | -$54.5K | 0.45% | 36 |
|
|
2023
Q4 | $3.6M | Buy |
39,346
+1,864
| +5% | +$153K | 0.49% | 36 |
|
|
2023
Q3 | $2.93M | Buy |
37,482
+439
| +1% | +$37.4K | 0.44% | 38 |
|
|
2023
Q2 | $3.21M | Buy |
37,043
+934
| +3% | +$78.5K | 0.46% | 38 |
|
|
2023
Q1 | $3.07M | Buy |
36,109
+2,977
| +9% | +$260K | 0.48% | 38 |
|
|
2022
Q4 | $2.79M | Buy |
33,132
+4,922
| +17% | +$413K | 0.46% | 38 |
|
|
2022
Q3 | $2.3M | Buy |
28,210
+11,461
| +68% | +$1.08M | 0.41% | 39 |
|
|
2022
Q2 | $1.54M | Sell |
16,749
-296
| -2% | -$29.5K | 0.26% | 44 |
|
|
2022
Q1 | $1.84M | Buy |
17,045
+3,083
| +22% | +$325K | 0.28% | 44 |
|
|
2021
Q4 | $1.62M | Sell |
13,962
-1,060
| -7% | -$116K | 0.24% | 45 |
|
|
2021
Q3 | $1.54M | Sell |
15,022
-553
| -4% | -$58.8K | 0.25% | 44 |
|
|
2021
Q2 | $1.59M | Sell |
15,575
-187
| -1% | -$18.6K | 0.26% | 44 |
|
|
2021
Q1 | $1.45M | Buy |
15,762
+1,206
| +8% | +$106K | 0.25% | 44 |
|
|
2020
Q4 | $1.25M | Buy |
+14,556
| New | +$1.21M | 0.23% | 45 |
|
Other funds holding IYR
WI
CBU
IMPI
