Sierra 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 | $268K | Hold |
2,830
| – | – | 0.03% | 193 |
|
|
2025
Q1 | $271K | Sell |
2,830
-1,714
| -38% | -$164K | 0.03% | 176 |
|
|
2024
Q4 | $423K | Sell |
4,544
-1,780
| -28% | -$166K | 0.05% | 160 |
|
|
2024
Q3 | $644K | Buy |
6,324
+25
| +0.4% | +$2.55K | 0.08% | 149 |
|
|
2024
Q2 | $553K | Buy |
6,299
+22
| +0.4% | +$1.93K | 0.07% | 146 |
|
|
2024
Q1 | $564K | Buy |
6,277
+13
| +0.2% | +$1.17K | 0.07% | 143 |
|
|
2023
Q4 | $573K | Buy |
6,264
+68
| +1% | +$6.22K | 0.08% | 136 |
|
|
2023
Q3 | $484K | Hold |
6,196
| – | – | 0.08% | 139 |
|
|
2023
Q2 | $536K | Buy |
6,196
+15
| +0.2% | +$1.3K | 0.08% | 134 |
|
|
2023
Q1 | $525K | Buy |
6,181
+18
| +0.3% | +$1.53K | 0.09% | 134 |
|
|
2022
Q4 | $519K | Buy |
6,163
+67
| +1% | +$5.64K | 0.09% | 126 |
|
|
2022
Q3 | $496K | Hold |
6,096
| – | – | 0.09% | 125 |
|
|
2022
Q2 | $561K | Buy |
6,096
+13
| +0.2% | +$1.2K | 0.1% | 130 |
|
|
2022
Q1 | $658K | Buy |
6,083
+13
| +0.2% | +$1.41K | 0.1% | 130 |
|
|
2021
Q4 | $705K | Buy |
6,070
+33
| +0.5% | +$3.83K | 0.11% | 126 |
|
|
2021
Q3 | $663K | Buy |
6,037
+978
| +19% | +$107K | 0.11% | 124 |
|
|
2021
Q2 | $516K | Buy |
5,059
+438
| +9% | +$44.7K | 0.1% | 121 |
|
|
2021
Q1 | $425K | Buy |
+4,621
| New | +$425K | 0.08% | 129 |
|