Sterling Investment Advisors (Missouri)’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 | $1.1M | Buy |
10,043
+470
| +5% | +$51.6K | 0.57% | 20 |
|
|
2025
Q1 | $917K | Buy |
9,573
+553
| +6% | +$53K | 0.52% | 20 |
|
|
2024
Q4 | $839K | Buy |
9,020
+52
| +0.6% | +$4.84K | 0.49% | 21 |
|
|
2024
Q3 | $914K | Sell |
8,968
-653
| -7% | -$66.5K | 0.51% | 20 |
|
|
2024
Q2 | $844K | Sell |
9,621
-480
| -5% | -$42.1K | 0.52% | 20 |
|
|
2024
Q1 | $908K | Buy |
10,101
+570
| +6% | +$51.2K | 0.53% | 20 |
|
|
2023
Q4 | $871K | Sell |
9,531
-2,610
| -21% | -$239K | 0.54% | 20 |
|
|
2023
Q3 | $949K | Buy |
12,141
+62
| +0.5% | +$4.85K | 0.6% | 19 |
|
|
2023
Q2 | $1.05M | Buy |
12,079
+23
| +0.2% | +$1.99K | 0.67% | 18 |
|
|
2023
Q1 | $1.02M | Buy |
12,056
+2
| +0% | +$170 | 0.66% | 18 |
|
|
2022
Q4 | $1.01M | Buy |
12,054
+1,326
| +12% | +$112K | 0.69% | 18 |
|
|
2022
Q3 | $874K | Buy |
10,728
+221
| +2% | +$18K | 0.66% | 19 |
|
|
2022
Q2 | $966K | Sell |
10,507
-270
| -3% | -$24.8K | 0.66% | 18 |
|
|
2022
Q1 | $1.17M | Sell |
10,777
-351
| -3% | -$38K | 0.69% | 18 |
|
|
2021
Q4 | $1.29M | Buy |
11,128
+166
| +2% | +$19.3K | 0.74% | 16 |
|
|
2021
Q3 | $1.12M | Buy |
10,962
+282
| +3% | +$28.9K | 0.67% | 18 |
|
|
2021
Q2 | $1.09M | Sell |
10,680
-9,704
| -48% | -$989K | 0.66% | 18 |
|
|
2021
Q1 | $1.87M | Buy |
20,384
+1,238
| +6% | +$114K | 1.19% | 16 |
|
|
2020
Q4 | $1.64M | Buy |
19,146
+1,504
| +9% | +$129K | 1.09% | 16 |
|
|
2020
Q3 | $1.41M | Buy |
17,642
+229
| +1% | +$18.3K | 1.08% | 16 |
|
|
2020
Q2 | $1.37M | Sell |
17,413
-10,336
| -37% | -$814K | 1.1% | 18 |
|
|
2020
Q1 | $1.93M | Sell |
27,749
-550
| -2% | -$38.3K | 1.79% | 18 |
|
|
2019
Q4 | $2.63M | Buy |
28,299
+157
| +0.6% | +$14.6K | 2.03% | 17 |
|
|
2019
Q3 | $2.63M | Sell |
28,142
-900
| -3% | -$84.2K | 2.09% | 17 |
|
|
2019
Q2 | $2.54M | Sell |
29,042
-729
| -2% | -$63.7K | 2.02% | 18 |
|
|
2019
Q1 | $2.59M | Buy |
29,771
+81
| +0.3% | +$7.05K | 2.12% | 17 |
|
|
2018
Q4 | $2.23M | Sell |
29,690
-1,673
| -5% | -$125K | 1.98% | 19 |
|
|
2018
Q3 | $2.51M | Sell |
31,363
-504
| -2% | -$40.3K | 2.05% | 18 |
|
|
2018
Q2 | $2.57M | Sell |
31,867
-1,294
| -4% | -$104K | 2.17% | 18 |
|
|
2018
Q1 | $2.5M | Buy |
33,161
+1,747
| +6% | +$132K | 2.06% | 18 |
|
|
2017
Q4 | $2.55M | Buy |
31,414
+62
| +0.2% | +$5.02K | 2.1% | 18 |
|
|
2017
Q3 | $2.5M | Buy |
31,352
+659
| +2% | +$52.6K | 2.13% | 18 |
|
|
2017
Q2 | $2.45M | Buy |
30,693
+64
| +0.2% | +$5.1K | 2.23% | 18 |
|
|
2017
Q1 | $2.4M | Buy |
30,629
+322
| +1% | +$25.3K | 2.3% | 18 |
|
|
2016
Q4 | $2.33M | Buy |
30,307
+965
| +3% | +$74.3K | 2.4% | 18 |
|
|
2016
Q3 | $2.37M | Sell |
29,342
-5,102
| -15% | -$411K | 2.42% | 17 |
|
|
2016
Q2 | $2.84M | Sell |
34,444
-2,313
| -6% | -$191K | 2.91% | 11 |
|
|
2016
Q1 | $2.86M | Sell |
36,757
-1,259
| -3% | -$98K | 3.02% | 10 |
|
|
2015
Q4 | $2.85M | Buy |
38,016
+1,891
| +5% | +$142K | 3.08% | 10 |
|
|
2015
Q3 | $2.56M | Sell |
36,125
-793
| -2% | -$56.3K | 2.93% | 14 |
|
|
2015
Q2 | $2.63M | Sell |
36,918
-1,447
| -4% | -$103K | 2.79% | 14 |
|
|
2015
Q1 | $3.04M | Sell |
38,365
-3,850
| -9% | -$305K | 3.07% | 12 |
|
|
2014
Q4 | $3.24M | Buy |
+42,215
| New | +$3.24M | 3.35% | 11 |
|