Sandy Spring Bank’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
Q1 | $154K | Hold |
1,611
| – | – | 0.01% | 396 |
|
|
2024
Q4 | $150K | Hold |
1,611
| – | – | 0.01% | 404 |
|
|
2024
Q3 | $164K | Hold |
1,611
| – | – | 0.01% | 403 |
|
|
2024
Q2 | $141K | Hold |
1,611
| – | – | 0.01% | 405 |
|
|
2024
Q1 | $145K | Buy |
1,611
+1,416
| +726% | +$127K | 0.01% | 406 |
|
|
2023
Q4 | $17.8K | Hold |
195
| – | – | ﹤0.01% | 726 |
|
|
2023
Q3 | $15.2K | Hold |
195
| – | – | ﹤0.01% | 752 |
|
|
2023
Q2 | $16.9K | Sell |
195
-80
| -29% | -$6.92K | ﹤0.01% | 745 |
|
|
2023
Q1 | $23.3K | Sell |
275
-355
| -56% | -$30.1K | ﹤0.01% | 670 |
|
|
2022
Q4 | $53K | Hold |
630
| – | – | ﹤0.01% | 523 |
|
|
2022
Q3 | $51K | Sell |
630
-65
| -9% | -$5.26K | ﹤0.01% | 509 |
|
|
2022
Q2 | $64K | Sell |
695
-80
| -10% | -$7.37K | ﹤0.01% | 473 |
|
|
2022
Q1 | $84K | Buy |
775
+387
| +100% | +$41.9K | ﹤0.01% | 446 |
|
|
2021
Q4 | $45K | Hold |
388
| – | – | ﹤0.01% | 596 |
|
|
2021
Q3 | $40K | Hold |
388
| – | – | ﹤0.01% | 608 |
|
|
2021
Q2 | $40K | Hold |
388
| – | – | ﹤0.01% | 624 |
|
|
2021
Q1 | $36K | Buy |
388
+57
| +17% | +$5.29K | ﹤0.01% | 572 |
|
|
2020
Q4 | $28K | Hold |
331
| – | – | ﹤0.01% | 584 |
|
|
2020
Q3 | $26K | Hold |
331
| – | – | ﹤0.01% | 560 |
|
|
2020
Q2 | $26K | Hold |
331
| – | – | ﹤0.01% | 564 |
|
|
2020
Q1 | $23K | Sell |
331
-231
| -41% | -$16.1K | ﹤0.01% | 551 |
|
|
2019
Q4 | $52K | Hold |
562
| – | – | ﹤0.01% | 468 |
|
|
2019
Q3 | $52K | Sell |
562
-50
| -8% | -$4.63K | ﹤0.01% | 465 |
|
|
2019
Q2 | $53K | Sell |
612
-66
| -10% | -$5.72K | ﹤0.01% | 454 |
|
|
2019
Q1 | $59K | Sell |
678
-50
| -7% | -$4.35K | 0.01% | 426 |
|
|
2018
Q4 | $55K | Hold |
728
| – | – | 0.01% | 433 |
|
|
2018
Q3 | $58K | Buy |
728
+126
| +21% | +$10K | ﹤0.01% | 439 |
|
|
2018
Q2 | $49K | Hold |
602
| – | – | ﹤0.01% | 465 |
|
|
2018
Q1 | $45K | Hold |
602
| – | – | ﹤0.01% | 483 |
|
|
2017
Q4 | $49K | Sell |
602
-200
| -25% | -$16.3K | ﹤0.01% | 453 |
|
|
2017
Q3 | $64K | Hold |
802
| – | – | 0.01% | 409 |
|
|
2017
Q2 | $64K | Sell |
802
-125
| -13% | -$9.98K | 0.01% | 422 |
|
|
2017
Q1 | $73K | Sell |
927
-100
| -10% | -$7.88K | 0.01% | 401 |
|
|
2016
Q4 | $79K | Sell |
1,027
-113
| -10% | -$8.69K | 0.01% | 380 |
|
|
2016
Q3 | $92K | Hold |
1,140
| – | – | 0.01% | 362 |
|
|
2016
Q2 | $94K | Buy |
1,140
+98
| +9% | +$8.08K | 0.01% | 358 |
|
|
2016
Q1 | $81K | Buy |
1,042
+300
| +40% | +$23.3K | 0.01% | 374 |
|
|
2015
Q4 | $56K | Hold |
742
| – | – | 0.01% | 413 |
|
|
2015
Q3 | $53K | Sell |
742
-113
| -13% | -$8.07K | 0.01% | 433 |
|
|
2015
Q2 | $61K | Sell |
855
-744
| -47% | -$53.1K | 0.01% | 439 |
|
|
2015
Q1 | $127K | Buy |
1,599
+644
| +67% | +$51.1K | 0.01% | 328 |
|
|
2014
Q4 | $73K | Hold |
955
| – | – | 0.01% | 365 |
|
|
2014
Q3 | $66K | Hold |
955
| – | – | 0.01% | 379 |
|
|
2014
Q2 | $69K | Hold |
955
| – | – | 0.01% | 376 |
|
|
2014
Q1 | $65K | Buy |
+955
| New | +$65K | 0.01% | 342 |
|