Sandy Spring Bank’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
Q1 | $154K | Hold |
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|
2024
Q4 | $150K | Hold |
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|
2024
Q3 | $164K | Hold |
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|
2024
Q2 | $141K | Hold |
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|
2024
Q1 | $145K | Buy |
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|
2023
Q4 | $17.8K | Hold |
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|
2023
Q3 | $15.2K | Hold |
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|
2023
Q2 | $16.9K | Sell |
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|
2023
Q1 | $23.3K | Sell |
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|
2022
Q4 | $53K | Hold |
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|
2022
Q3 | $51K | Sell |
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|
2022
Q2 | $64K | Sell |
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|
2022
Q1 | $84K | Buy |
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|
2021
Q4 | $45K | Hold |
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|
2021
Q3 | $40K | Hold |
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|
2021
Q2 | $40K | Hold |
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|
2021
Q1 | $36K | Buy |
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|
2020
Q4 | $28K | Hold |
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|
2020
Q3 | $26K | Hold |
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|
2020
Q2 | $26K | Hold |
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|
2020
Q1 | $23K | Sell |
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|
2019
Q4 | $52K | Hold |
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|
2019
Q3 | $52K | Sell |
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|
2019
Q2 | $53K | Sell |
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|
2019
Q1 | $59K | Sell |
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|
2018
Q4 | $55K | Hold |
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|
2018
Q3 | $58K | Buy |
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|
2018
Q2 | $49K | Hold |
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|
2018
Q1 | $45K | Hold |
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|
2017
Q4 | $49K | Sell |
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|
2017
Q3 | $64K | Hold |
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|
2017
Q2 | $64K | Sell |
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|
2017
Q1 | $73K | Sell |
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|
2016
Q4 | $79K | Sell |
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|
2016
Q3 | $92K | Hold |
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|
2016
Q2 | $94K | Buy |
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|
2016
Q1 | $81K | Buy |
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|
2015
Q4 | $56K | Hold |
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|
2015
Q3 | $53K | Sell |
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|
2015
Q2 | $61K | Sell |
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|
2015
Q1 | $127K | Buy |
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|
2014
Q4 | $73K | Hold |
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|
2014
Q3 | $66K | Hold |
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|
2014
Q2 | $69K | Hold |
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|
2014
Q1 | $65K | Buy |
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