Sequoia Financial Advisors’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 | $1.25M | Sell |
13,237
-592
| -4% | -$56.1K | 0.01% | 607 |
|
|
2025
Q1 | $1.32M | Buy |
13,829
+83
| +0.6% | +$7.95K | 0.01% | 533 |
|
|
2024
Q4 | $1.28M | Sell |
13,746
-8,229
| -37% | -$766K | 0.01% | 510 |
|
|
2024
Q3 | $2.24M | Hold |
21,975
| – | – | 0.02% | 357 |
|
|
2024
Q2 | $1.93M | Sell |
21,975
-1,172
| -5% | -$103K | 0.02% | 332 |
|
|
2024
Q1 | $2.08M | Sell |
23,147
-1,603
| -6% | -$144K | 0.03% | 317 |
|
|
2023
Q4 | $2.26M | Sell |
24,750
-1,444
| -6% | -$132K | 0.03% | 334 |
|
|
2023
Q3 | $2.07M | Hold |
26,194
| – | – | 0.04% | 228 |
|
|
2023
Q2 | $2.27M | Buy |
+26,194
| New | +$2.27M | 0.04% | 223 |
|
|
2020
Q2 | – | Sell |
-8,122
| Closed | -$565K | – | 384 |
|
|
2020
Q1 | $565K | Sell |
8,122
-62
| -0.8% | -$4.31K | 0.04% | 179 |
|
|
2019
Q4 | $762K | Sell |
8,184
-98
| -1% | -$9.13K | 0.05% | 170 |
|
|
2019
Q3 | $775K | Buy |
8,282
+775
| +10% | +$72.5K | 0.06% | 146 |
|
|
2019
Q2 | $655K | Sell |
7,507
-3,277
| -30% | -$286K | 0.05% | 163 |
|
|
2019
Q1 | $939K | Buy |
10,784
+1,907
| +21% | +$166K | 0.08% | 123 |
|
|
2018
Q4 | $665K | Sell |
8,877
-202
| -2% | -$15.1K | 0.08% | 126 |
|
|
2018
Q3 | $726K | Buy |
9,079
+615
| +7% | +$49.2K | 0.07% | 130 |
|
|
2018
Q2 | $682K | Buy |
8,464
+52
| +0.6% | +$4.19K | 0.07% | 132 |
|
|
2018
Q1 | $635K | Buy |
8,412
+162
| +2% | +$12.2K | 0.07% | 139 |
|
|
2017
Q4 | $668K | Buy |
8,250
+14
| +0.2% | +$1.13K | 0.07% | 135 |
|
|
2017
Q3 | $658K | Buy |
8,236
+504
| +7% | +$40.3K | 0.08% | 129 |
|
|
2017
Q2 | $617K | Sell |
7,732
-254
| -3% | -$20.3K | 0.08% | 132 |
|
|
2017
Q1 | $627K | Buy |
+7,986
| New | +$627K | 0.08% | 125 |
|