Stephens Inc’s iShares US Real Estate ETF IYR Stock Holding History

Stephens Inc’s Portfolio IYR Stock Details IYR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.27M	Sell	34,601 -341	-1%	-$33.1K	0.04%	373
2025 Q4	$3.28M	Buy	34,942 +2	+0%	+$191	0.04%	387
2025 Q3	$3.39M	Sell	34,940 -139	-0.4%	-$13.4K	0.04%	366
2025 Q2	$3.32M	Sell	35,079 -1,329	-4%	-$124K	0.05%	350
2025 Q1	$3.49M	Sell	36,408 -1,091	-3%	-$104K	0.05%	333
2024 Q4	$3.49M	Sell	37,499 -294	-0.8%	-$29K	0.05%	327
2024 Q3	$3.85M	Sell	37,793 -3,461	-8%	-$333K	0.05%	309
2024 Q2	$3.62M	Sell	41,254 -1,023	-2%	-$87.8K	0.06%	309
2024 Q1	$3.8M	Sell	42,277 -1,029	-2%	-$91K	0.06%	297
2023 Q4	$3.96M	Sell	43,306 -10,140	-19%	-$830K	0.07%	278
2023 Q3	$4.18M	Sell	53,446 -6,454	-11%	-$550K	0.08%	249
2023 Q2	$5.18M	Sell	59,900 -5,029	-8%	-$422K	0.09%	226
2023 Q1	$5.51M	Sell	64,929 -9,256	-12%	-$810K	0.11%	211
2022 Q4	$6.25M	Buy	74,185 +4,265	+6%	+$358K	0.13%	182
2022 Q3	$5.69M	Sell	69,920 -1,341	-2%	-$127K	0.12%	185
2022 Q2	$6.55M	Buy	71,261 +1,823	+3%	+$182K	0.13%	179
2022 Q1	$7.51M	Buy	69,438 +1,772	+3%	+$187K	0.12%	185
2021 Q4	$7.86M	Sell	67,666 -11,038	-14%	-$1.21M	0.12%	193
2021 Q3	$8.06M	Buy	78,704 +2,935	+4%	+$312K	0.12%	175
2021 Q2	$7.72M	Sell	75,769 -16,059	-17%	-$1.59M	0.12%	186
2021 Q1	$8.44M	Sell	91,828 -66,841	-42%	-$5.87M	0.14%	149
2020 Q4	$13.6M	Sell	158,669 -6,186	-4%	-$515K	0.24%	97
2020 Q3	$13.2M	Buy	164,855 +11,204	+7%	+$905K	0.26%	93
2020 Q2	$12.1M	Buy	153,651 +37,806	+33%	+$2.87M	0.26%	94
2020 Q1	$8.06M	Sell	115,845 -117,438	-50%	-$10.4M	0.21%	105
2019 Q4	$21.7M	Sell	233,283 -8,508	-4%	-$789K	0.45%	48
2019 Q3	$22.6M	Buy	241,791 +29,419	+14%	+$2.68M	0.5%	40
2019 Q2	$18.5M	Sell	212,372 -65,721	-24%	-$5.75M	0.42%	49
2019 Q1	$24.2M	Buy	278,093 +3,208	+1%	+$265K	0.57%	28
2018 Q4	$20.6M	Sell	274,885 -18,942	-6%	-$1.49M	0.58%	26
2018 Q3	$23.5M	Sell	293,827 -5,203	-2%	-$424K	0.58%	25
2018 Q2	$24.1M	Buy	299,030 +7,805	+3%	+$601K	0.73%	21
2018 Q1	$22M	Sell	291,225 -42,920	-13%	-$3.26M	0.82%	19
2017 Q4	$27.1M	Buy	334,145 +39,701	+13%	+$3.22M	1.01%	16
2017 Q3	$23.5M	Buy	294,444 +21,035	+8%	+$1.69M	0.85%	17
2017 Q2	$21.8M	Buy	273,409 +9,367	+4%	+$745K	0.75%	19
2017 Q1	$20.7M	Buy	264,042 +15,903	+6%	+$1.24M	0.75%	17
2016 Q4	$19.1M	Sell	248,139 -15,499	-6%	-$1.18M	0.78%	18
2016 Q3	$21.3M	Buy	263,638 +7,706	+3%	+$638K	0.93%	15
2016 Q2	$21.1M	Buy	255,932 +8,585	+3%	+$673K	0.94%	14
2016 Q1	$19.3M	Buy	247,347 +7,289	+3%	+$529K	0.94%	12
2015 Q4	$18M	Buy	240,058 +9,219	+4%	+$688K	0.9%	10
2015 Q3	$16.4M	Sell	230,839 -1,205	-0.5%	-$87.8K	0.85%	13
2015 Q2	$16.5M	Buy	232,044 +967	+0.4%	+$73.3K	0.75%	16
2015 Q1	$18.3M	Sell	231,077 -1,348	-0.6%	-$108K	0.84%	10
2014 Q4	$17.9M	Sell	232,425 -19,704	-8%	-$1.47M	0.85%	10
2014 Q3	$17.4M	Buy	252,129 +8,813	+4%	+$638K	0.86%	11
2014 Q2	$17.5M	Buy	243,316 +2,914	+1%	+$205K	0.88%	10
2014 Q1	$16.3M	Buy	240,402 +82,331	+52%	+$5.46M	0.89%	10
2013 Q4	$9.97M	Sell	158,071 -2,089	-1%	-$135K	0.49%	27
2013 Q3	$10.2M	Sell	160,160 -9,797	-6%	-$640K	0.55%	23
2013 Q2	$11.3M	Buy	+169,957	New	+$12M	0.63%	21