SCM
SCS Capital Management’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 | $6M | Hold |
63,314
| – | – | 0.07% | 144 |
|
|
2025
Q1 | $6.06M | Buy |
63,314
+28,619
| +82% | +$2.74M | 0.08% | 113 |
|
|
2024
Q4 | $3.23M | Hold |
34,695
| – | – | 0.07% | 54 |
|
|
2024
Q3 | $3.53M | Hold |
34,695
| – | – | 0.07% | 53 |
|
|
2024
Q2 | $3.04M | Sell |
34,695
-28,000
| -45% | -$2.46M | 0.06% | 56 |
|
|
2024
Q1 | $5.64M | Sell |
62,695
-24,552
| -28% | -$2.21M | 0.12% | 45 |
|
|
2023
Q4 | $7.98M | Hold |
87,247
| – | – | 0.18% | 44 |
|
|
2023
Q3 | $6.9M | Hold |
87,247
| – | – | 0.18% | 37 |
|
|
2023
Q2 | $7.55M | Hold |
87,247
| – | – | 0.19% | 37 |
|
|
2023
Q1 | $7.41M | Hold |
87,247
| – | – | 0.22% | 36 |
|
|
2022
Q4 | $7.35M | Buy |
87,247
+18,037
| +26% | +$1.52M | 0.22% | 33 |
|
|
2022
Q3 | $5.64M | Buy |
69,210
+25,681
| +59% | +$2.09M | 0.17% | 38 |
|
|
2022
Q2 | $4M | Buy |
43,529
+12,737
| +41% | +$1.17M | 0.11% | 42 |
|
|
2022
Q1 | $3.33M | Buy |
+30,792
| New | +$3.33M | 0.08% | 39 |
|