Sowell Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.85M | Buy |
19,513
+810
| +4% | +$78.7K | 0.07% | 303 |
|
|
2025
Q4 | $1.76M | Buy |
18,703
+261
| +1% | +$24.9K | 0.06% | 316 |
|
|
2025
Q3 | $1.79M | Sell |
18,442
-148
| -0.8% | -$14.2K | 0.07% | 309 |
|
|
2025
Q2 | $1.76M | Buy |
18,590
+271
| +1% | +$25.3K | 0.07% | 293 |
|
|
2025
Q1 | $1.75M | Buy |
18,319
+328
| +2% | +$31.2K | 0.08% | 266 |
|
|
2024
Q4 | $1.67M | Buy |
17,991
+3,224
| +22% | +$318K | 0.09% | 240 |
|
|
2024
Q3 | $1.5M | Buy |
+14,767
| New | +$1.42M | 0.07% | 279 |
|
|
2024
Q1 | – | Sell |
-19,864
| Closed | -$1.82M | – | 564 |
|
|
2023
Q4 | $1.82M | Buy |
+19,864
| New | +$1.63M | 0.1% | 229 |
|
|
2023
Q2 | – | Sell |
-7,882
| Closed | -$669K | – | 692 |
|
|
2023
Q1 | $669K | Buy |
+7,882
| New | +$689K | 0.05% | 382 |
|
|
2022
Q1 | – | Sell |
-19,366
| Closed | -$2.25M | – | 348 |
|
|
2021
Q4 | $2.25M | Sell |
19,366
-317
| -2% | -$34.7K | 0.13% | 178 |
|
|
2021
Q3 | $2.02M | Buy |
19,683
+367
| +2% | +$39.1K | 0.14% | 178 |
|
|
2021
Q2 | $1.97M | Sell |
19,316
-1,136
| -6% | -$113K | 0.13% | 190 |
|
|
2021
Q1 | $1.99M | Buy |
20,452
+393
| +2% | +$34.5K | 0.07% | 247 |
|
|
2020
Q4 | $1.72M | Buy |
20,059
+842
| +4% | +$70.1K | 0.07% | 232 |
|
|
2020
Q3 | $1.53M | Sell |
19,217
-39
| -0.2% | -$3.15K | 0.08% | 219 |
|
|
2020
Q2 | $1.52M | Sell |
19,256
-25,706
| -57% | -$1.95M | 0.08% | 209 |
|
|
2020
Q1 | $1.32M | Buy |
44,962
+23,692
| +111% | +$2.1M | 0.1% | 208 |
|
|
2019
Q4 | $1.98M | Sell |
21,270
-1,758
| -8% | -$163K | 0.15% | 143 |
|
|
2019
Q3 | $2.15M | Buy |
+23,028
| New | +$2.1M | 0.18% | 115 |
|
|
2019
Q1 | $2.63M | Buy |
30,255
+16,549
| +121% | +$1.37M | 0.29% | 78 |
|
|
2018
Q4 | $1.03M | Buy |
+13,706
| New | +$1.08M | 0.15% | 153 |
|
|
2018
Q3 | – | Sell |
-15,406
| Closed | -$1.24M | – | 424 |
|
|
2018
Q2 | $1.24M | Buy |
15,406
+4,992
| +48% | +$385K | 0.26% | 88 |
|
|
2018
Q1 | $791K | Buy |
10,414
+1,778
| +21% | +$135K | 0.2% | 113 |
|
|
2017
Q4 | $665K | Buy |
8,636
+1,623
| +23% | +$132K | 0.16% | 126 |
|
|
2017
Q3 | $561K | Buy |
7,013
+3,930
| +127% | +$316K | 0.15% | 132 |
|
|
2017
Q2 | $247K | Sell |
3,083
-458
| -13% | -$36.4K | 0.07% | 209 |
|
|
2017
Q1 | $281K | Sell |
3,541
-268
| -7% | -$20.9K | 0.08% | 198 |
|
|
2016
Q4 | $298K | Buy |
+3,809
| New | +$289K | 0.1% | 152 |
|
Other funds holding IYR
WI
CBU
IMPI
