Steward Partners Investment Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $725K | Buy |
7,666
+1,086
| +17% | +$105K | ﹤0.01% | 1327 |
|
|
2025
Q4 | $618K | Buy |
6,580
+1,315
| +25% | +$125K | ﹤0.01% | 1304 |
|
|
2025
Q3 | $511K | Sell |
5,265
-696
| -12% | -$67K | ﹤0.01% | 1365 |
|
|
2025
Q2 | $565K | Buy |
5,961
+62
| +1% | +$5.79K | ﹤0.01% | 1241 |
|
|
2025
Q1 | $565K | Sell |
5,899
-426
| -7% | -$40.5K | 0.01% | 1167 |
|
|
2024
Q4 | $589K | Buy |
6,325
+2,475
| +64% | +$244K | 0.01% | 1088 |
|
|
2024
Q3 | $392K | Sell |
3,850
-170
| -4% | -$16.4K | ﹤0.01% | 1212 |
|
|
2024
Q2 | $353K | Buy |
4,020
+217
| +6% | +$18.6K | ﹤0.01% | 1209 |
|
|
2024
Q1 | $342K | Sell |
3,803
-40
| -1% | -$3.54K | ﹤0.01% | 1209 |
|
|
2023
Q4 | $351K | Buy |
3,843
+2,063
| +116% | +$169K | ﹤0.01% | 1149 |
|
|
2023
Q3 | $139K | Sell |
1,780
-21
| -1% | -$1.79K | ﹤0.01% | 1426 |
|
|
2023
Q2 | $156K | Sell |
1,801
-939
| -34% | -$78.9K | ﹤0.01% | 1383 |
|
|
2023
Q1 | $233K | Buy |
2,740
+62
| +2% | +$5.42K | ﹤0.01% | 1213 |
|
|
2022
Q4 | $225K | Hold |
2,678
| – | – | ﹤0.01% | 1188 |
|
|
2022
Q3 | $218K | Buy |
2,678
+338
| +14% | +$32K | ﹤0.01% | 1164 |
|
|
2022
Q2 | $215K | Sell |
2,340
-116
| -5% | -$11.6K | ﹤0.01% | 1182 |
|
|
2022
Q1 | $266K | Sell |
2,456
-3,702
| -60% | -$391K | ﹤0.01% | 1185 |
|
|
2021
Q4 | $715K | Buy |
6,158
+276
| +5% | +$30.2K | 0.01% | 818 |
|
|
2021
Q3 | $602K | Buy |
5,882
+3,493
| +146% | +$372K | 0.01% | 847 |
|
|
2021
Q2 | $244K | Buy |
2,389
+41
| +2% | +$4.07K | ﹤0.01% | 1414 |
|
|
2021
Q1 | $216K | Sell |
2,348
-15,852
| -87% | -$1.39M | ﹤0.01% | 1262 |
|
|
2020
Q4 | $1.56M | Sell |
18,200
-1
| -0% | -$83 | 0.03% | 427 |
|
|
2020
Q3 | $1.45M | Sell |
18,201
-12,491
| -41% | -$1.01M | 0.04% | 382 |
|
|
2020
Q2 | $2.42M | Sell |
30,692
-7,076
| -19% | -$536K | 0.07% | 272 |
|
|
2020
Q1 | $2.63M | Sell |
37,768
-1,610
| -4% | -$142K | 0.1% | 225 |
|
|
2019
Q4 | $3.67M | Buy |
39,378
+686
| +2% | +$63.6K | 0.11% | 197 |
|
|
2019
Q3 | $3.62M | Buy |
38,692
+853
| +2% | +$77.7K | 0.12% | 184 |
|
|
2019
Q2 | $3.3M | Buy |
37,839
+594
| +2% | +$52K | 0.12% | 181 |
|
|
2019
Q1 | $3.24M | Sell |
37,245
-719
| -2% | -$59.5K | 0.14% | 156 |
|
|
2018
Q4 | $2.85M | Sell |
37,964
-651
| -2% | -$51.2K | 0.14% | 168 |
|
|
2018
Q3 | $3.09M | Buy |
38,615
+32,382
| +520% | +$2.64M | 0.15% | 157 |
|
|
2018
Q2 | $502K | Sell |
6,233
-50,229
| -89% | -$3.87M | 0.03% | 467 |
|
|
2018
Q1 | $4.26M | Buy |
56,462
+9,126
| +19% | +$692K | 0.29% | 83 |
|
|
2017
Q4 | $3.83M | Buy |
47,336
+40,396
| +582% | +$3.28M | 0.29% | 90 |
|
|
2017
Q3 | $554K | Buy |
6,940
+5,828
| +524% | +$468K | 0.06% | 277 |
|
|
2017
Q2 | $88K | Buy |
1,112
+400
| +56% | +$31.8K | 0.01% | 512 |
|
|
2017
Q1 | $55K | Buy |
+712
| New | +$55.6K | 0.01% | 534 |
|
Other funds holding IYR
WI
CBU
IMPI
