Simplex Trading’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 | – | Sell |
-4,360
| Closed | -$417K | – | 3237 |
|
2025
Q1 | $417K | Buy |
+4,360
| New | +$417K | ﹤0.01% | 614 |
|
2024
Q3 | – | Sell |
-77,379
| Closed | -$6.79M | – | 3117 |
|
2024
Q2 | $6.79M | Buy |
77,379
+35,783
| +86% | +$3.14M | ﹤0.01% | 86 |
|
2024
Q1 | $3.74M | Buy |
+41,596
| New | +$3.74M | ﹤0.01% | 176 |
|
2023
Q1 | – | Sell |
-54,226
| Closed | -$4.57M | – | 3196 |
|
2022
Q4 | $4.57M | Buy |
+54,226
| New | +$4.57M | 0.01% | 83 |
|
2022
Q2 | – | Sell |
-176,539
| Closed | -$19.1M | – | 3410 |
|
2022
Q1 | $19.1M | Buy |
+176,539
| New | +$19.1M | 0.02% | 27 |
|
2021
Q4 | – | Sell |
-81,007
| Closed | -$8.29M | – | 3621 |
|
2021
Q3 | $8.29M | Sell |
81,007
-300
| -0.4% | -$30.7K | 0.01% | 61 |
|
2021
Q2 | $8.29M | Buy |
81,307
+69,636
| +597% | +$7.1M | 0.01% | 58 |
|
2021
Q1 | $1.07M | Buy |
+11,671
| New | +$1.07M | ﹤0.01% | 377 |
|
2020
Q3 | – | Sell |
-119,316
| Closed | -$9.4M | – | 2668 |
|
2020
Q2 | $9.4M | Buy |
119,316
+119,016
| +39,672% | +$9.38M | 0.02% | 47 |
|
2020
Q1 | $20K | Buy |
+300
| New | +$20K | ﹤0.01% | 1443 |
|
2017
Q1 | – | Sell |
-33,870
| Closed | -$2.61M | – | 2295 |
|
2016
Q4 | $2.61M | Buy |
+33,870
| New | +$2.61M | 0.16% | 68 |
|
2016
Q2 | – | Sell |
-7,873
| Closed | -$612K | – | 2195 |
|
2016
Q1 | $612K | Buy |
+7,873
| New | +$612K | 0.05% | 197 |
|
2015
Q3 | – | Sell |
-6,188
| Closed | -$441K | – | 2222 |
|
2015
Q2 | $441K | Sell |
6,188
-23,334
| -79% | -$1.66M | 0.04% | 267 |
|
2015
Q1 | $2.34M | Buy |
+29,522
| New | +$2.34M | 0.27% | 42 |
|