SPC
Sigma Planning Corp’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 | $417K | Sell |
4,399
-173
| -4% | -$16.4K | 0.01% | 855 |
|
|
2025
Q1 | $438K | Buy |
4,572
+2,277
| +99% | +$218K | 0.01% | 788 |
|
|
2024
Q4 | $214K | Sell |
2,295
-318
| -12% | -$29.6K | 0.01% | 1068 |
|
|
2024
Q3 | $266K | Sell |
2,613
-11
| -0.4% | -$1.12K | 0.01% | 1002 |
|
|
2024
Q2 | $230K | Sell |
2,624
-3,695
| -58% | -$324K | 0.01% | 1025 |
|
|
2024
Q1 | $568K | Buy |
6,319
+3,466
| +121% | +$312K | 0.02% | 716 |
|
|
2023
Q4 | $261K | Sell |
2,853
-4,252
| -60% | -$389K | 0.02% | 674 |
|
|
2023
Q3 | $555K | Sell |
7,105
-2,685
| -27% | -$210K | 0.02% | 663 |
|
|
2023
Q2 | $847K | Sell |
9,790
-1,934
| -16% | -$167K | 0.03% | 531 |
|
|
2023
Q1 | $995K | Sell |
11,724
-2,957
| -20% | -$251K | 0.03% | 515 |
|
|
2022
Q4 | $1.24M | Sell |
14,681
-2,276
| -13% | -$192K | 0.04% | 410 |
|
|
2022
Q3 | $1.38M | Sell |
16,957
-2,644
| -13% | -$215K | 0.05% | 349 |
|
|
2022
Q2 | $1.8M | Sell |
19,601
-4,893
| -20% | -$450K | 0.06% | 297 |
|
|
2022
Q1 | $2.65M | Buy |
24,494
+3,167
| +15% | +$343K | 0.08% | 253 |
|
|
2021
Q4 | $2.48M | Sell |
21,327
-8,618
| -29% | -$1M | 0.07% | 280 |
|
|
2021
Q3 | $3.07M | Buy |
29,945
+13,363
| +81% | +$1.37M | 0.09% | 234 |
|
|
2021
Q2 | $1.69M | Buy |
16,582
+5,011
| +43% | +$511K | 0.05% | 369 |
|
|
2021
Q1 | $1.06M | Sell |
11,571
-56
| -0.5% | -$5.15K | 0.03% | 475 |
|
|
2020
Q4 | $996K | Sell |
11,627
-447
| -4% | -$38.3K | 0.03% | 431 |
|
|
2020
Q3 | $964K | Sell |
12,074
-1,208
| -9% | -$96.4K | 0.04% | 408 |
|
|
2020
Q2 | $1.05M | Sell |
13,282
-7,873
| -37% | -$621K | 0.05% | 379 |
|
|
2020
Q1 | $1.47M | Sell |
21,155
-55,294
| -72% | -$3.85M | 0.09% | 238 |
|
|
2019
Q4 | $7.12M | Sell |
76,449
-37,893
| -33% | -$3.53M | 0.3% | 57 |
|
|
2019
Q3 | $10.7M | Buy |
114,342
+14,434
| +14% | +$1.35M | 0.51% | 29 |
|
|
2019
Q2 | $8.72M | Sell |
99,908
-5,324
| -5% | -$465K | 0.45% | 37 |
|
|
2019
Q1 | $9.16M | Buy |
105,232
+51,710
| +97% | +$4.5M | 0.52% | 32 |
|
|
2018
Q4 | $4.01M | Buy |
53,522
+18,656
| +54% | +$1.4M | 0.29% | 80 |
|
|
2018
Q3 | $2.79M | Buy |
34,866
+8,030
| +30% | +$643K | 0.16% | 132 |
|
|
2018
Q2 | $2.16M | Sell |
26,836
-1,972
| -7% | -$159K | 0.14% | 167 |
|
|
2018
Q1 | $2.17M | Sell |
28,808
-3,620
| -11% | -$273K | 0.16% | 153 |
|
|
2017
Q4 | $2.63M | Sell |
32,428
-30,092
| -48% | -$2.44M | 0.2% | 124 |
|
|
2017
Q3 | $4.99M | Buy |
62,520
+24,559
| +65% | +$1.96M | 0.41% | 46 |
|
|
2017
Q2 | $3.03M | Sell |
37,961
-2,733
| -7% | -$218K | 0.28% | 78 |
|
|
2017
Q1 | $3.19M | Buy |
40,694
+2,613
| +7% | +$205K | 0.31% | 66 |
|
|
2016
Q4 | $2.93M | Sell |
38,081
-24,528
| -39% | -$1.89M | 0.32% | 62 |
|
|
2016
Q3 | $5.05M | Buy |
62,609
+27,501
| +78% | +$2.22M | 0.6% | 34 |
|
|
2016
Q2 | $2.89M | Buy |
35,108
+469
| +1% | +$38.6K | 0.38% | 51 |
|
|
2016
Q1 | $2.7M | Sell |
34,639
-34,438
| -50% | -$2.68M | 0.37% | 56 |
|
|
2015
Q4 | $5.19M | Buy |
69,077
+42,281
| +158% | +$3.17M | 0.73% | 24 |
|
|
2015
Q3 | $1.9M | Sell |
26,796
-22,127
| -45% | -$1.57M | 0.3% | 71 |
|
|
2015
Q2 | $3.49M | Sell |
48,923
-50,400
| -51% | -$3.59M | 0.48% | 38 |
|
|
2015
Q1 | $7.88M | Sell |
99,323
-22,072
| -18% | -$1.75M | 1.04% | 7 |
|
|
2014
Q4 | $9.33M | Buy |
+121,395
| New | +$9.33M | 1.23% | 6 |
|