RPCA
Running Point Capital Advisors’s iShares US Real Estate ETF IYR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.69M | Sell |
49,536
-4,591
| -8% | -$435K | 1.3% | 18 |
|
|
2025
Q1 | $5.18M | Sell |
54,127
-3,312
| -6% | -$317K | 1.64% | 16 |
|
|
2024
Q4 | $5.35M | Buy |
57,439
+1,541
| +3% | +$143K | 1.83% | 16 |
|
|
2024
Q3 | $5.69M | Sell |
55,898
-515
| -0.9% | -$52.5K | 2.2% | 13 |
|
|
2024
Q2 | $4.95M | Buy |
56,413
+1,813
| +3% | +$159K | 2.05% | 13 |
|
|
2024
Q1 | $4.91M | Buy |
54,600
+66
| +0.1% | +$5.93K | 2.2% | 13 |
|
|
2023
Q4 | $4.98M | Buy |
54,534
+16,820
| +45% | +$1.54M | 2.43% | 12 |
|
|
2023
Q3 | $2.95M | Buy |
37,714
+1,073
| +3% | +$83.8K | 1.71% | 16 |
|
|
2023
Q2 | $3.17M | Buy |
36,641
+955
| +3% | +$82.6K | 1.78% | 15 |
|
|
2023
Q1 | $3.03M | Buy |
35,686
+608
| +2% | +$51.6K | 1.84% | 13 |
|
|
2022
Q4 | $2.95M | Sell |
35,078
-2,267
| -6% | -$191K | 1.81% | 13 |
|
|
2022
Q3 | $3.04M | Sell |
37,345
-1,896
| -5% | -$154K | 2.01% | 12 |
|
|
2022
Q2 | $3.61M | Buy |
39,241
+415
| +1% | +$38.2K | 2.32% | 11 |
|
|
2022
Q1 | $4.2M | Buy |
38,826
+13,283
| +52% | +$1.44M | 2.46% | 13 |
|
|
2021
Q4 | $2.97M | Buy |
25,543
+521
| +2% | +$60.5K | 1.78% | 16 |
|
|
2021
Q3 | $2.56M | Buy |
25,022
+2,415
| +11% | +$247K | 1.14% | 25 |
|
|
2021
Q2 | $2.31M | Buy |
22,607
+13,832
| +158% | +$1.41M | 1.05% | 27 |
|
|
2021
Q1 | $807K | Buy |
8,775
+3,039
| +53% | +$279K | 0.45% | 40 |
|
|
2020
Q4 | $491K | Buy |
+5,736
| New | +$491K | 0.29% | 50 |
|