Stamos Capital Partners’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 | $2.81M | Buy |
29,603
+11,567
| +64% | +$1.1M | 0.5% | 61 |
|
|
2025
Q1 | $1.73M | Sell |
18,036
-3,514
| -16% | -$336K | 0.45% | 72 |
|
|
2024
Q4 | $2.01M | Buy |
21,550
+9,310
| +76% | +$866K | 0.47% | 66 |
|
|
2024
Q3 | $1.25M | Sell |
12,240
-1,890
| -13% | -$193K | 0.29% | 82 |
|
|
2024
Q2 | $1.24M | Buy |
14,130
+210
| +2% | +$18.4K | 0.26% | 92 |
|
|
2024
Q1 | $1.25M | Sell |
13,920
-1,890
| -12% | -$170K | 0.28% | 77 |
|
|
2023
Q4 | $1.45M | Sell |
15,810
-3,430
| -18% | -$314K | 0.39% | 63 |
|
|
2023
Q3 | $1.5M | Buy |
19,240
+1,280
| +7% | +$100K | 0.33% | 80 |
|
|
2023
Q2 | $1.55M | Buy |
17,960
+3,210
| +22% | +$278K | 0.36% | 75 |
|
|
2023
Q1 | $1.25M | Hold |
14,750
| – | – | 0.32% | 71 |
|
|
2022
Q4 | $1.24M | Sell |
14,750
-17,750
| -55% | -$1.49M | 0.39% | 62 |
|
|
2022
Q3 | $2.65M | Hold |
32,500
| – | – | 0.67% | 43 |
|
|
2022
Q2 | $2.99M | Sell |
32,500
-4,240
| -12% | -$390K | 0.9% | 29 |
|
|
2022
Q1 | $3.98M | Buy |
36,740
+2,340
| +7% | +$253K | 1.33% | 26 |
|
|
2021
Q4 | $4M | Buy |
34,400
+1,350
| +4% | +$157K | 1.85% | 25 |
|
|
2021
Q3 | $3.38M | Sell |
33,050
-800
| -2% | -$81.9K | 1.89% | 26 |
|
|
2021
Q2 | $3.45M | Sell |
33,850
-1,550
| -4% | -$158K | 1.82% | 25 |
|
|
2021
Q1 | $3.26M | Hold |
35,400
| – | – | 1.64% | 27 |
|
|
2020
Q4 | $3.03M | Buy |
35,400
+25,900
| +273% | +$2.22M | 1.29% | 24 |
|
|
2020
Q3 | $758K | Buy |
9,500
+5,400
| +132% | +$431K | 0.28% | 46 |
|
|
2020
Q2 | $323K | Buy |
+4,100
| New | +$323K | 0.19% | 45 |
|