Silver Oak Securities’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 | $2.77M | Buy |
29,209
+1,842
| +7% | +$175K | 0.22% | 98 |
|
|
2025
Q1 | $2.59M | Sell |
27,367
-4,616
| -14% | -$437K | 0.24% | 93 |
|
|
2024
Q4 | $2.95M | Buy |
31,983
+3,288
| +11% | +$303K | 0.27% | 80 |
|
|
2024
Q3 | $2.9M | Buy |
28,695
+15,262
| +114% | +$1.54M | 0.31% | 76 |
|
|
2024
Q2 | $1.18M | Buy |
13,433
+266
| +2% | +$23.3K | 0.18% | 120 |
|
|
2024
Q1 | $1.18M | Sell |
13,167
-3,785
| -22% | -$340K | 0.18% | 123 |
|
|
2023
Q4 | $1.55M | Buy |
16,952
+8,344
| +97% | +$763K | 0.21% | 115 |
|
|
2023
Q3 | $673K | Sell |
8,608
-3,741
| -30% | -$292K | 0.15% | 138 |
|
|
2023
Q2 | $1.07M | Buy |
12,349
+916
| +8% | +$79.3K | 0.17% | 118 |
|
|
2023
Q1 | $971K | Buy |
11,433
+182
| +2% | +$15.5K | 0.16% | 116 |
|
|
2022
Q4 | $947K | Buy |
11,251
+2,643
| +31% | +$222K | 0.18% | 95 |
|
|
2022
Q3 | $673K | Sell |
8,608
-2,831
| -25% | -$221K | 0.15% | 138 |
|
|
2022
Q2 | $1.09M | Sell |
11,439
-633
| -5% | -$60.4K | 0.24% | 77 |
|
|
2022
Q1 | $1.33M | Buy |
+12,072
| New | +$1.33M | 0.27% | 83 |
|