Running Point Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.69M | Sell |
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|
2025
Q1 | $5.18M | Sell |
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|
2024
Q4 | $5.35M | Buy |
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|
2024
Q3 | $5.69M | Sell |
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|
2024
Q2 | $4.95M | Buy |
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|
2024
Q1 | $4.91M | Buy |
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|
2023
Q4 | $4.98M | Buy |
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|
2023
Q3 | $2.95M | Buy |
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|
2023
Q2 | $3.17M | Buy |
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|
2023
Q1 | $3.03M | Buy |
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|
2022
Q4 | $2.95M | Sell |
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|
2022
Q3 | $3.04M | Sell |
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|
2022
Q2 | $3.61M | Buy |
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|
2022
Q1 | $4.2M | Buy |
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|
2021
Q4 | $2.97M | Buy |
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|
2021
Q3 | $2.56M | Buy |
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|
2021
Q2 | $2.31M | Buy |
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|
2021
Q1 | $807K | Buy |
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|
2020
Q4 | $491K | Buy |
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