Sonata Capital Group’s iShares US Real Estate ETF IYR Stock Holding History

Sonata Capital Group’s Portfolio IYR Stock Details IYR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$282K	Hold	2,972	–	–	0.11%	102
2025 Q1	$285K	Hold	2,972	–	–	0.12%	96
2024 Q4	$277K	Hold	2,972	–	–	0.11%	98
2024 Q3	$303K	Hold	2,972	–	–	0.13%	96
2024 Q2	$261K	Hold	2,972	–	–	0.13%	82
2024 Q1	$267K	Hold	2,972	–	–	0.12%	103
2023 Q4	$272K	Hold	2,972	–	–	0.14%	95
2023 Q3	$232K	Hold	2,972	–	–	0.12%	98
2023 Q2	$257K	Hold	2,972	–	–	0.13%	94
2023 Q1	$252K	Sell	2,972 -270	-8%	-$22.9K	0.14%	93
2022 Q4	$273K	Hold	3,242	–	–	0.15%	90
2022 Q3	$264K	Hold	3,242	–	–	0.15%	88
2022 Q2	$298K	Hold	3,242	–	–	0.15%	87
2022 Q1	$351K	Hold	3,242	–	–	0.15%	90
2021 Q4	$377K	Hold	3,242	–	–	0.16%	91
2021 Q3	$332K	Hold	3,242	–	–	0.15%	97
2021 Q2	$330K	Hold	3,242	–	–	0.15%	97
2021 Q1	$298K	Hold	3,242	–	–	0.14%	104
2020 Q4	$278K	Hold	3,242	–	–	0.14%	104
2020 Q3	$259K	Hold	3,242	–	–	0.15%	99
2020 Q2	$256K	Hold	3,242	–	–	0.16%	93
2020 Q1	$226K	Hold	3,242	–	–	0.17%	95
2019 Q4	$302K	Hold	3,242	–	–	0.18%	91
2019 Q3	$303K	Hold	3,242	–	–	0.21%	84
2019 Q2	$283K	Hold	3,242	–	–	0.2%	88
2019 Q1	$282K	Hold	3,242	–	–	0.21%	82
2018 Q4	$243K	Hold	3,242	–	–	0.2%	90
2018 Q3	$259K	Hold	3,242	–	–	0.18%	94
2018 Q2	$261K	Hold	3,242	–	–	0.19%	93
2018 Q1	$245K	Sell	3,242 -1,300	-29%	-$98.2K	0.18%	95
2017 Q4	$368K	Hold	4,542	–	–	0.27%	81
2017 Q3	$363K	Hold	4,542	–	–	0.27%	82
2017 Q2	$362K	Hold	4,542	–	–	0.27%	81
2017 Q1	$357K	Sell	4,542 -1,000	-18%	-$78.6K	0.27%	80
2016 Q4	$426K	Sell	5,542 -100	-2%	-$7.69K	0.33%	67
2016 Q3	$455K	Hold	5,642	–	–	0.37%	60
2016 Q2	$465K	Hold	5,642	–	–	0.4%	59
2016 Q1	$439K	Hold	5,642	–	–	0.38%	59
2015 Q4	$424K	Hold	5,642	–	–	0.37%	64
2015 Q3	$400K	Buy	5,642 +69	+1%	+$4.89K	0.37%	66
2015 Q2	$397K	Sell	5,573 -100	-2%	-$7.12K	0.34%	67
2015 Q1	$450K	Hold	5,673	–	–	0.4%	62
2014 Q4	$436K	Buy	+5,673	New	+$436K	0.4%	62