Simplex Trading’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,360
| Closed | -$417K | – | 9188 |
|
|
2025
Q1 | $417K | Buy |
+4,360
| New | +$415K | ﹤0.01% | 3588 |
|
|
2024
Q3 | – | Sell |
-77,379
| Closed | -$6.79M | – | 9010 |
|
|
2024
Q2 | $6.79M | Buy |
77,379
+35,783
| +86% | +$3.07M | ﹤0.01% | 1248 |
|
|
2024
Q1 | $3.74M | Buy |
+41,596
| New | +$3.68M | ﹤0.01% | 1843 |
|
|
2023
Q1 | – | Sell |
-54,226
| Closed | -$4.57M | – | 9552 |
|
|
2022
Q4 | $4.57M | Buy |
+54,226
| New | +$4.55M | 0.01% | 1267 |
|
|
2022
Q2 | – | Sell |
-176,539
| Closed | -$19.1M | – | 10494 |
|
|
2022
Q1 | $19.1M | Buy |
+176,539
| New | +$18.6M | 0.02% | 560 |
|
|
2021
Q4 | – | Sell |
-81,007
| Closed | -$8.29M | – | 10921 |
|
|
2021
Q3 | $8.29M | Sell |
81,007
-300
| -0.4% | -$31.9K | 0.01% | 835 |
|
|
2021
Q2 | $8.29M | Buy |
81,307
+69,636
| +597% | +$6.91M | 0.01% | 810 |
|
|
2021
Q1 | $1.07M | Buy |
+11,671
| New | +$1.02M | ﹤0.01% | 2316 |
|
|
2020
Q3 | – | Sell |
-119,316
| Closed | -$9.4M | – | 8122 |
|
|
2020
Q2 | $9.4M | Buy |
119,316
+119,016
| +39,672% | +$9.02M | 0.02% | 546 |
|
|
2020
Q1 | $20K | Buy |
+300
| New | +$26.6K | ﹤0.01% | 5954 |
|
|
2017
Q1 | – | Sell |
-33,870
| Closed | -$2.6M | – | 6446 |
|
|
2016
Q4 | $2.6M | Buy |
+33,870
| New | +$2.57M | 0.16% | 111 |
|
|
2016
Q2 | – | Sell |
-7,873
| Closed | -$612K | – | 6114 |
|
|
2016
Q1 | $612K | Buy |
+7,873
| New | +$571K | 0.05% | 371 |
|
|
2015
Q3 | – | Sell |
-6,188
| Closed | -$441K | – | 5829 |
|
|
2015
Q2 | $441K | Sell |
6,188
-23,334
| -79% | -$1.77M | 0.04% | 432 |
|
|
2015
Q1 | $2.34M | Buy |
+29,522
| New | +$2.36M | 0.27% | 71 |
|
Other funds holding IYR
WI
CWM
