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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $565K | Buy |
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|
2025
Q1 | $565K | Sell |
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|
2024
Q4 | $589K | Buy |
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|
2024
Q3 | $392K | Sell |
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|
2024
Q2 | $353K | Buy |
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|
2024
Q1 | $342K | Sell |
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|
2023
Q4 | $351K | Buy |
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|
2023
Q3 | $139K | Sell |
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|
2023
Q2 | $156K | Sell |
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|
2023
Q1 | $233K | Buy |
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|
2022
Q4 | $225K | Hold |
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|
2022
Q3 | $218K | Buy |
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|
2022
Q2 | $215K | Sell |
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|
2022
Q1 | $266K | Sell |
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|
2021
Q4 | $715K | Buy |
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|
2021
Q3 | $602K | Buy |
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|
2021
Q2 | $244K | Buy |
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|
2021
Q1 | $216K | Sell |
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|
2020
Q4 | $1.56M | Sell |
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|
2020
Q3 | $1.45M | Sell |
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|
2020
Q2 | $2.42M | Sell |
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|
2020
Q1 | $2.63M | Sell |
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|
2019
Q4 | $3.67M | Buy |
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|
2019
Q3 | $3.62M | Buy |
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|
2019
Q2 | $3.3M | Buy |
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|
2019
Q1 | $3.24M | Sell |
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|
2018
Q4 | $2.85M | Sell |
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|
2018
Q3 | $3.09M | Buy |
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|
2018
Q2 | $502K | Sell |
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|
2018
Q1 | $4.26M | Buy |
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|
2017
Q4 | $3.83M | Buy |
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|
2017
Q3 | $554K | Buy |
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|
2017
Q2 | $88K | Buy |
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|
2017
Q1 | $55K | Buy |
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