Shelton Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,510
| Closed | -$175K | – | 843 |
|
|
2021
Q4 | $175K | Buy |
+1,510
| New | +$165K | 0.01% | 815 |
|
|
2021
Q3 | – | Sell |
-2,424
| Closed | -$247K | – | 830 |
|
|
2021
Q2 | $247K | Sell |
2,424
-230
| -9% | -$22.8K | 0.01% | 678 |
|
|
2021
Q1 | $244K | Buy |
2,654
+27
| +1% | +$2.37K | 0.01% | 654 |
|
|
2020
Q4 | $225K | Sell |
2,627
-163
| -6% | -$13.6K | 0.01% | 630 |
|
|
2020
Q3 | $223K | Sell |
2,790
-4,215
| -60% | -$340K | 0.01% | 648 |
|
|
2020
Q2 | $552K | Buy |
7,005
+350
| +5% | +$26.5K | 0.03% | 317 |
|
|
2020
Q1 | $463K | Buy |
6,655
+248
| +4% | +$21.9K | 0.03% | 304 |
|
|
2019
Q4 | $596K | Sell |
6,407
-415
| -6% | -$38.5K | 0.03% | 311 |
|
|
2019
Q3 | $638K | Sell |
6,822
-481
| -7% | -$43.8K | 0.04% | 293 |
|
|
2019
Q2 | $638K | Buy |
7,303
+6,643
| +1,007% | +$582K | 0.04% | 289 |
|
|
2019
Q1 | $7.58K | Sell |
660
-4,252
| -87% | -$352K | 0.03% | 475 |
|
|
2018
Q4 | $368K | Sell |
4,912
-149
| -3% | -$11.7K | 0.03% | 395 |
|
|
2018
Q3 | $405K | Hold |
5,061
| – | – | 0.02% | 435 |
|
|
2018
Q2 | $408K | Buy |
5,061
+302
| +6% | +$23.3K | 0.03% | 423 |
|
|
2018
Q1 | $359K | Sell |
4,759
-900
| -16% | -$68.3K | 0.02% | 471 |
|
|
2017
Q4 | $458K | Sell |
5,659
-300
| -5% | -$24.4K | 0.03% | 408 |
|
|
2017
Q3 | $476K | Sell |
5,959
-3,304
| -36% | -$265K | 0.03% | 377 |
|
|
2017
Q2 | $739K | Buy |
9,263
+40
| +0.4% | +$3.18K | 0.05% | 274 |
|
|
2017
Q1 | $724K | Sell |
9,223
-863
| -9% | -$67.4K | 0.05% | 274 |
|
|
2016
Q4 | $776K | Buy |
10,086
+86
| +0.9% | +$6.54K | 0.06% | 271 |
|
|
2016
Q3 | $806K | Hold |
10,000
| – | – | 0.07% | 247 |
|
|
2016
Q2 | $824K | Buy |
10,000
+100
| +1% | +$7.84K | 0.07% | 235 |
|
|
2016
Q1 | $771K | Sell |
9,900
-239
| -2% | -$17.3K | 0.07% | 248 |
|
|
2015
Q4 | $761K | Buy |
10,139
+1,133
| +13% | +$84.6K | 0.07% | 236 |
|
|
2015
Q3 | $639K | Buy |
9,006
+299
| +3% | +$21.8K | 0.07% | 264 |
|
|
2015
Q2 | $621K | Sell |
8,707
-271
| -3% | -$20.6K | 0.06% | 297 |
|
|
2015
Q1 | $712K | Sell |
8,978
-94
| -1% | -$7.52K | 0.08% | 262 |
|
|
2014
Q4 | $697K | Buy |
9,072
+51
| +0.6% | +$3.81K | 0.08% | 252 |
|
|
2014
Q3 | $624K | Hold |
9,021
| – | – | 0.08% | 259 |
|
|
2014
Q2 | $648K | Buy |
9,021
+3,128
| +53% | +$220K | 0.09% | 250 |
|
|
2014
Q1 | $399K | Buy |
5,893
+172
| +3% | +$11.4K | 0.06% | 414 |
|
|
2013
Q4 | $361K | Sell |
5,721
-148
| -3% | -$9.53K | 0.05% | 437 |
|
|
2013
Q3 | $374K | Sell |
5,869
-1,222
| -17% | -$79.8K | 0.06% | 399 |
|
|
2013
Q2 | $471K | Buy |
+7,091
| New | +$501K | 0.09% | 280 |
|
Other funds holding IYR
CWM
WI
Shelton Capital Management's IYR Position: Q1 2022 in Review
Shelton Capital Management sold out of iShares US Real Estate ETF (IYR) in Q1 2022, closing a stake of 1,510 shares — an estimated $175K sold.
Shelton Capital Management first reported a position in IYR in Q2 2013 and held it in 34 quarters. The position peaked at $824K in Q2 2016. 545 funds tracked by Wall St. Rank hold IYR as of Q1 2022.
- Shelton Capital Management reported no remaining iShares US Real Estate ETF position as of Q1 2022 after selling out during the quarter.
- Shelton Capital Management sold 1,510 iShares US Real Estate ETF shares in Q1 2022, an estimated $175K.
- Shelton Capital Management first reported a position in iShares US Real Estate ETF in Q2 2013 and held it in 34 quarters.
- Shelton Capital Management's iShares US Real Estate ETF position peaked at $824K in Q2 2016.
- 545 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2022.
Based on Shelton Capital Management's 13F filing for Q1 2022, filed 12 May 2022.