SSWM
Sheets Smith Wealth 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 | $3.41M | Hold |
36,000
| – | – | 0.4% | 60 |
|
|
2025
Q1 | $3.45M | Hold |
36,000
| – | – | 0.43% | 60 |
|
|
2024
Q4 | $3.35M | Hold |
36,000
| – | – | 0.41% | 62 |
|
|
2024
Q3 | $3.67M | Hold |
36,000
| – | – | 0.45% | 57 |
|
|
2024
Q2 | $3.16M | Hold |
36,000
| – | – | 0.38% | 67 |
|
|
2024
Q1 | $3.24M | Hold |
36,000
| – | – | 0.36% | 69 |
|
|
2023
Q4 | $3.29M | Hold |
36,000
| – | – | 0.47% | 58 |
|
|
2023
Q3 | $2.81M | Hold |
36,000
| – | – | 0.43% | 61 |
|
|
2023
Q2 | $3.12M | Hold |
36,000
| – | – | 0.46% | 57 |
|
|
2023
Q1 | $3.06M | Hold |
36,000
| – | – | 0.47% | 51 |
|
|
2022
Q4 | $3.03M | Hold |
36,000
| – | – | 0.47% | 53 |
|
|
2022
Q3 | $2.93M | Hold |
36,000
| – | – | 0.49% | 53 |
|
|
2022
Q2 | $3.31M | Hold |
36,000
| – | – | 0.55% | 50 |
|
|
2022
Q1 | $3.9M | Hold |
36,000
| – | – | 0.54% | 50 |
|
|
2021
Q4 | $4.18M | Hold |
36,000
| – | – | 0.52% | 51 |
|
|
2021
Q3 | $3.69M | Hold |
36,000
| – | – | 0.5% | 54 |
|
|
2021
Q2 | $3.67M | Hold |
36,000
| – | – | 0.49% | 53 |
|
|
2021
Q1 | $3.31M | Hold |
36,000
| – | – | 0.49% | 53 |
|
|
2020
Q4 | $3.08M | Hold |
36,000
| – | – | 0.47% | 61 |
|
|
2020
Q3 | $2.87M | Hold |
36,000
| – | – | 0.5% | 58 |
|
|
2020
Q2 | $2.84M | Hold |
36,000
| – | – | 0.57% | 47 |
|
|
2020
Q1 | $2.51M | Hold |
36,000
| – | – | 0.52% | 45 |
|
|
2019
Q4 | $3.35M | Hold |
36,000
| – | – | 0.64% | 45 |
|
|
2019
Q3 | $3.37M | Hold |
36,000
| – | – | 0.69% | 42 |
|
|
2019
Q2 | $3.14M | Hold |
36,000
| – | – | 0.65% | 41 |
|
|
2019
Q1 | $3.13M | Hold |
36,000
| – | – | 0.68% | 36 |
|
|
2018
Q4 | $2.7M | Hold |
36,000
| – | – | 0.73% | 37 |
|
|
2018
Q3 | $2.88M | Hold |
36,000
| – | – | 0.6% | 43 |
|
|
2018
Q2 | $2.9M | Hold |
36,000
| – | – | 0.68% | 41 |
|
|
2018
Q1 | $2.72M | Hold |
36,000
| – | – | 0.65% | 39 |
|
|
2017
Q4 | $2.92M | Hold |
36,000
| – | – | 0.69% | 38 |
|
|
2017
Q3 | $2.88M | Hold |
36,000
| – | – | 0.73% | 35 |
|
|
2017
Q2 | $2.87M | Hold |
36,000
| – | – | 0.76% | 33 |
|
|
2017
Q1 | $2.83M | Hold |
36,000
| – | – | 0.75% | 35 |
|
|
2016
Q4 | $2.77M | Hold |
36,000
| – | – | 0.78% | 31 |
|
|
2016
Q3 | $2.9M | Hold |
36,000
| – | – | 0.82% | 30 |
|
|
2016
Q2 | $2.97M | Hold |
36,000
| – | – | 0.86% | 27 |
|
|
2016
Q1 | $2.8M | Hold |
36,000
| – | – | 0.86% | 27 |
|
|
2015
Q4 | $2.7M | Hold |
36,000
| – | – | 0.82% | 30 |
|
|
2015
Q3 | $2.55M | Hold |
36,000
| – | – | 0.86% | 32 |
|
|
2015
Q2 | $2.57M | Hold |
36,000
| – | – | 0.7% | 36 |
|
|
2015
Q1 | $2.86M | Hold |
36,000
| – | – | 0.79% | 31 |
|
|
2014
Q4 | $2.77M | Hold |
36,000
| – | – | 0.72% | 40 |
|
|
2014
Q3 | $2.49M | Hold |
36,000
| – | – | 0.68% | 46 |
|
|
2014
Q2 | $2.58M | Hold |
36,000
| – | – | 0.69% | 43 |
|
|
2014
Q1 | $2.44M | Hold |
36,000
| – | – | 0.68% | 45 |
|
|
2013
Q4 | $2.27M | Hold |
36,000
| – | – | 0.63% | 47 |
|
|
2013
Q3 | $2.3M | Hold |
36,000
| – | – | 0.75% | 40 |
|
|
2013
Q2 | $2.39M | Buy |
+36,000
| New | +$2.39M | 0.81% | 37 |
|