Sonata Capital Group’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 | $282K | Hold |
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|
2025
Q1 | $285K | Hold |
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|
2024
Q4 | $277K | Hold |
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|
2024
Q3 | $303K | Hold |
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|
2024
Q2 | $261K | Hold |
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|
2024
Q1 | $267K | Hold |
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|
2023
Q4 | $272K | Hold |
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|
2023
Q3 | $232K | Hold |
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|
2023
Q2 | $257K | Hold |
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|
2023
Q1 | $252K | Sell |
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|
2022
Q4 | $273K | Hold |
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|
2022
Q3 | $264K | Hold |
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|
2022
Q2 | $298K | Hold |
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|
2022
Q1 | $351K | Hold |
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|
2021
Q4 | $377K | Hold |
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|
2021
Q3 | $332K | Hold |
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|
2021
Q2 | $330K | Hold |
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|
2021
Q1 | $298K | Hold |
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|
2020
Q4 | $278K | Hold |
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|
2020
Q3 | $259K | Hold |
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|
2020
Q2 | $256K | Hold |
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|
2020
Q1 | $226K | Hold |
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|
2019
Q4 | $302K | Hold |
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|
2019
Q3 | $303K | Hold |
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|
2019
Q2 | $283K | Hold |
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|
2019
Q1 | $282K | Hold |
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|
2018
Q4 | $243K | Hold |
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|
2018
Q3 | $259K | Hold |
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|
2018
Q2 | $261K | Hold |
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|
2018
Q1 | $245K | Sell |
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|
2017
Q4 | $368K | Hold |
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|
2017
Q3 | $363K | Hold |
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|
2017
Q2 | $362K | Hold |
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|
2017
Q1 | $357K | Sell |
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|
2016
Q4 | $426K | Sell |
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|
2016
Q3 | $455K | Hold |
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|
2016
Q2 | $465K | Hold |
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|
2016
Q1 | $439K | Hold |
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|
2015
Q4 | $424K | Hold |
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|
2015
Q3 | $400K | Buy |
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|
2015
Q2 | $397K | Sell |
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|
2015
Q1 | $450K | Hold |
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|
2014
Q4 | $436K | Buy |
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