Schoolcraft Capital’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
Q2 | $442K | Buy |
4,662
+278
| +6% | +$26.3K | 0.09% | 51 |
|
|
2025
Q1 | $420K | Hold |
4,384
| – | – | 0.08% | 55 |
|
|
2024
Q4 | $408K | Hold |
4,384
| – | – | 0.09% | 54 |
|
|
2024
Q3 | $447K | Sell |
4,384
-15
| -0.3% | -$1.53K | 0.09% | 52 |
|
|
2024
Q2 | $386K | Sell |
4,399
-495
| -10% | -$43.4K | 0.08% | 55 |
|
|
2024
Q1 | $440K | Hold |
4,894
| – | – | 0.1% | 46 |
|
|
2023
Q4 | $447K | Sell |
4,894
-33
| -0.7% | -$3.02K | 0.11% | 45 |
|
|
2023
Q3 | $385K | Sell |
4,927
-224
| -4% | -$17.5K | 0.11% | 47 |
|
|
2023
Q2 | $446K | Sell |
5,151
-400
| -7% | -$34.6K | 0.12% | 42 |
|
|
2023
Q1 | $471K | Sell |
5,551
-12
| -0.2% | -$1.02K | 0.14% | 42 |
|
|
2022
Q4 | $468K | Buy |
5,563
+16
| +0.3% | +$1.35K | 0.14% | 38 |
|
|
2022
Q3 | $452K | Hold |
5,547
| – | – | 0.15% | 39 |
|
|
2022
Q2 | $510K | Buy |
5,547
+5
| +0.1% | +$460 | 0.16% | 37 |
|
|
2022
Q1 | $600K | Sell |
5,542
-65
| -1% | -$7.03K | 0.18% | 34 |
|
|
2021
Q4 | $651K | Buy |
5,607
+21
| +0.4% | +$2.44K | 0.2% | 33 |
|
|
2021
Q3 | $572K | Sell |
5,586
-85
| -1% | -$8.7K | 0.19% | 33 |
|
|
2021
Q2 | $578K | Sell |
5,671
-409
| -7% | -$41.7K | 0.21% | 33 |
|
|
2021
Q1 | $559K | Sell |
6,080
-241
| -4% | -$22.2K | 0.22% | 31 |
|
|
2020
Q4 | $541K | Buy |
6,321
+6
| +0.1% | +$514 | 0.23% | 29 |
|
|
2020
Q3 | $504K | Buy |
6,315
+69
| +1% | +$5.51K | 0.24% | 28 |
|
|
2020
Q2 | $492K | Buy |
6,246
+5
| +0.1% | +$394 | 0.24% | 28 |
|
|
2020
Q1 | $434K | Sell |
6,241
-225
| -3% | -$15.7K | 0.26% | 32 |
|
|
2019
Q4 | $602K | Buy |
6,466
+20
| +0.3% | +$1.86K | 0.31% | 34 |
|
|
2019
Q3 | $603K | Buy |
6,446
+43
| +0.7% | +$4.02K | 0.35% | 32 |
|
|
2019
Q2 | $559K | Sell |
6,403
-457
| -7% | -$39.9K | 0.33% | 31 |
|
|
2019
Q1 | $597K | Buy |
+6,860
| New | +$597K | 0.38% | 30 |
|