Stelac Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-427
| Closed | -$215K | – | 111 |
|
|
2024
Q3 | $215K | Hold |
427
| – | – | 0.09% | 78 |
|
|
2024
Q2 | $200K | Hold |
427
| – | – | 0.08% | 82 |
|
|
2024
Q1 | $202K | Hold |
427
| – | – | 0.09% | 76 |
|
|
2023
Q4 | $190K | Sell |
427
-427
| -50% | -$190K | 0.1% | 68 |
|
|
2023
Q3 | $344K | Buy |
+854
| New | +$344K | 0.19% | 65 |
|
|
2014
Q4 | – | Sell |
-18,095
| Closed | -$1.25M | – | 38 |
|
|
2014
Q3 | $1.25M | Hold |
18,095
| – | – | 0.39% | 19 |
|
|
2014
Q2 | $1.3M | Hold |
18,095
| – | – | 0.49% | 18 |
|
|
2014
Q1 | $1.22M | Sell |
18,095
-5,335
| -23% | -$361K | 0.46% | 18 |
|
|
2013
Q4 | $1.48M | Hold |
23,430
| – | – | 0.73% | 18 |
|
|
2013
Q3 | $1.49M | Hold |
23,430
| – | – | 0.77% | 19 |
|
|
2013
Q2 | $1.56M | Buy |
+23,430
| New | +$1.56M | 0.94% | 17 |
|