Sterling Investment Advisors (Missouri)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $902K | Sell |
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|
2025
Q2 | $1.1M | Buy |
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|
2025
Q1 | $917K | Buy |
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|
2024
Q4 | $839K | Buy |
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|
2024
Q3 | $914K | Sell |
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|
2024
Q2 | $844K | Sell |
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|
2024
Q1 | $908K | Buy |
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|
2023
Q4 | $871K | Sell |
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|
2023
Q3 | $949K | Buy |
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|
2023
Q2 | $1.05M | Buy |
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|
2023
Q1 | $1.02M | Buy |
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|
2022
Q4 | $1.01M | Buy |
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|
2022
Q3 | $874K | Buy |
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|
2022
Q2 | $966K | Sell |
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|
2022
Q1 | $1.17M | Sell |
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|
2021
Q4 | $1.29M | Buy |
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|
2021
Q3 | $1.12M | Buy |
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|
2021
Q2 | $1.09M | Sell |
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|
2021
Q1 | $1.87M | Buy |
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|
2020
Q4 | $1.64M | Buy |
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|
2020
Q3 | $1.41M | Buy |
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|
2020
Q2 | $1.37M | Sell |
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|
2020
Q1 | $1.93M | Sell |
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|
2019
Q4 | $2.63M | Buy |
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|
2019
Q3 | $2.63M | Sell |
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|
2019
Q2 | $2.54M | Sell |
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|
2019
Q1 | $2.59M | Buy |
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|
2018
Q4 | $2.23M | Sell |
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|
2018
Q3 | $2.51M | Sell |
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|
2018
Q2 | $2.57M | Sell |
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|
2018
Q1 | $2.5M | Buy |
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|
2017
Q4 | $2.54M | Buy |
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|
2017
Q3 | $2.5M | Buy |
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|
2017
Q2 | $2.45M | Buy |
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|
2017
Q1 | $2.4M | Buy |
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|
2016
Q4 | $2.33M | Buy |
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|
2016
Q3 | $2.37M | Sell |
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|
2016
Q2 | $2.84M | Sell |
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|
2016
Q1 | $2.86M | Sell |
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|
2015
Q4 | $2.85M | Buy |
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|
2015
Q3 | $2.56M | Sell |
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|
2015
Q2 | $2.63M | Sell |
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|
2015
Q1 | $3.04M | Sell |
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|
2014
Q4 | $3.24M | Buy |
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