Stifel Financial’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 | $90.4M | Buy |
955,520
+221,142
| +30% | +$21.5M | 0.08% | 242 |
|
|
2025
Q4 | $69M | Buy |
734,378
+144,353
| +24% | +$13.8M | 0.06% | 299 |
|
|
2025
Q3 | $57.3M | Sell |
590,025
-57,082
| -9% | -$5.49M | 0.05% | 333 |
|
|
2025
Q2 | $61.3M | Sell |
647,107
-113,527
| -15% | -$10.6M | 0.06% | 308 |
|
|
2025
Q1 | $72.8M | Sell |
760,634
-20,050
| -3% | -$1.91M | 0.08% | 253 |
|
|
2024
Q4 | $72.7M | Buy |
780,684
+112,991
| +17% | +$11.1M | 0.08% | 254 |
|
|
2024
Q3 | $68M | Sell |
667,693
-58,891
| -8% | -$5.67M | 0.07% | 263 |
|
|
2024
Q2 | $63.8M | Buy |
726,584
+92,852
| +15% | +$7.97M | 0.07% | 261 |
|
|
2024
Q1 | $57M | Sell |
633,732
-46,518
| -7% | -$4.11M | 0.06% | 283 |
|
|
2023
Q4 | $62.2M | Buy |
680,250
+32,230
| +5% | +$2.64M | 0.08% | 241 |
|
|
2023
Q3 | $50.6M | Buy |
648,020
+3,760
| +0.6% | +$320K | 0.07% | 264 |
|
|
2023
Q2 | $55.8M | Buy |
644,260
+46,608
| +8% | +$3.91M | 0.08% | 249 |
|
|
2023
Q1 | $50.7M | Sell |
597,652
-88,044
| -13% | -$7.7M | 0.07% | 254 |
|
|
2022
Q4 | $57.7M | Buy |
685,696
+9,825
| +1% | +$825K | 0.09% | 226 |
|
|
2022
Q3 | $55M | Sell |
675,871
-34,862
| -5% | -$3.3M | 0.09% | 228 |
|
|
2022
Q2 | $65.4M | Sell |
710,733
-152,766
| -18% | -$15.2M | 0.1% | 211 |
|
|
2022
Q1 | $93.4M | Buy |
863,499
+38,776
| +5% | +$4.09M | 0.13% | 177 |
|
|
2021
Q4 | $95.8M | Buy |
824,723
+24,785
| +3% | +$2.72M | 0.13% | 173 |
|
|
2021
Q3 | $81.9M | Buy |
799,938
+9,830
| +1% | +$1.05M | 0.12% | 177 |
|
|
2021
Q2 | $80.5M | Sell |
790,108
-52,054
| -6% | -$5.17M | 0.12% | 178 |
|
|
2021
Q1 | $77.4M | Buy |
842,162
+365,125
| +77% | +$32M | 0.13% | 168 |
|
|
2020
Q4 | $40.9M | Buy |
477,037
+7,368
| +2% | +$613K | 0.07% | 250 |
|
|
2020
Q3 | $37.5M | Buy |
469,669
+46,033
| +11% | +$3.72M | 0.08% | 238 |
|
|
2020
Q2 | $33.4M | Buy |
423,636
+6,716
| +2% | +$509K | 0.08% | 240 |
|
|
2020
Q1 | $29.1M | Buy |
416,920
+57,187
| +16% | +$5.06M | 0.08% | 228 |
|
|
2019
Q4 | $33.6M | Buy |
359,733
+169,826
| +89% | +$15.7M | 0.07% | 261 |
|
|
2019
Q3 | $17.8M | Sell |
189,907
-31,521
| -14% | -$2.87M | 0.05% | 359 |
|
|
2019
Q2 | $19.4M | Sell |
221,428
-248
| -0.1% | -$21.7K | 0.05% | 332 |
|
|
2019
Q1 | $19.3M | Sell |
221,676
-2,906
| -1% | -$240K | 0.05% | 320 |
|
|
2018
Q4 | $16.9M | Sell |
224,582
-14,380
| -6% | -$1.13M | 0.05% | 324 |
|
|
2018
Q3 | $19.2M | Buy |
238,962
+3,135
| +1% | +$256K | 0.06% | 321 |
|
|
2018
Q2 | $19M | Buy |
235,827
+8,486
| +4% | +$654K | 0.06% | 318 |
|
|
2018
Q1 | $17.3M | Buy |
227,341
+30,810
| +16% | +$2.34M | 0.05% | 350 |
|
|
2017
Q4 | $16M | Buy |
196,531
+8,408
| +4% | +$683K | 0.05% | 366 |
|
|
2017
Q3 | $15.1M | Sell |
188,123
-6,080
| -3% | -$488K | 0.05% | 357 |
|
|
2017
Q2 | $15.6M | Buy |
194,203
+24,959
| +15% | +$1.99M | 0.06% | 326 |
|
|
2017
Q1 | $13.3M | Sell |
169,244
-22,679
| -12% | -$1.77M | 0.05% | 361 |
|
|
2016
Q4 | $14.8M | Buy |
191,923
+8,843
| +5% | +$672K | 0.06% | 312 |
|
|
2016
Q3 | $14.8M | Buy |
183,080
+1,506
| +0.8% | +$125K | 0.07% | 301 |
|
|
2016
Q2 | $15M | Sell |
181,574
-83,163
| -31% | -$6.52M | 0.07% | 285 |
|
|
2016
Q1 | $20.6M | Sell |
264,737
-17,150
| -6% | -$1.24M | 0.11% | 202 |
|
|
2015
Q4 | $21.2M | Sell |
281,887
-18,244
| -6% | -$1.36M | 0.11% | 203 |
|
|
2015
Q3 | $21.3M | Sell |
300,131
-9,211
| -3% | -$671K | 0.12% | 197 |
|
|
2015
Q2 | $22M | Buy |
309,342
+20,878
| +7% | +$1.58M | 0.11% | 200 |
|
|
2015
Q1 | $22.9M | Sell |
288,464
-3,765
| -1% | -$301K | 0.13% | 195 |
|
|
2014
Q4 | $22.5M | Sell |
292,229
-10,349
| -3% | -$774K | 0.12% | 203 |
|
|
2014
Q3 | $20.9M | Sell |
302,578
-8,090
| -3% | -$586K | 0.18% | 128 |
|
|
2014
Q2 | $22.3M | Buy |
310,668
+4,234
| +1% | +$298K | 0.2% | 122 |
|
|
2014
Q1 | $20.7M | Buy |
+306,434
| New | +$20.3M | 0.2% | 119 |
|
Other funds holding IYR
WI
CBU
IMPI
