Stifel Financial’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
$61.3M Sell
647,107
-113,527
-15% -$10.8M 0.06% 308
2025
Q1
$72.8M Sell
760,634
-20,050
-3% -$1.92M 0.08% 253
2024
Q4
$72.7M Buy
780,684
+112,991
+17% +$10.5M 0.08% 254
2024
Q3
$68M Sell
667,693
-58,891
-8% -$6M 0.07% 263
2024
Q2
$63.8M Buy
726,584
+92,852
+15% +$8.15M 0.07% 261
2024
Q1
$57M Sell
633,732
-46,518
-7% -$4.18M 0.06% 283
2023
Q4
$62.2M Buy
680,250
+32,230
+5% +$2.95M 0.08% 241
2023
Q3
$50.6M Buy
648,020
+3,760
+0.6% +$294K 0.07% 264
2023
Q2
$55.8M Buy
644,260
+46,608
+8% +$4.03M 0.08% 249
2023
Q1
$50.7M Sell
597,652
-88,044
-13% -$7.48M 0.07% 254
2022
Q4
$57.7M Buy
685,696
+9,825
+1% +$827K 0.09% 226
2022
Q3
$55M Sell
675,871
-34,862
-5% -$2.84M 0.09% 228
2022
Q2
$65.4M Sell
710,733
-152,766
-18% -$14.1M 0.1% 211
2022
Q1
$93.4M Buy
863,499
+38,776
+5% +$4.2M 0.13% 177
2021
Q4
$95.8M Buy
824,723
+24,785
+3% +$2.88M 0.13% 173
2021
Q3
$81.9M Buy
799,938
+9,830
+1% +$1.01M 0.12% 177
2021
Q2
$80.5M Sell
790,108
-52,054
-6% -$5.31M 0.12% 178
2021
Q1
$77.4M Buy
842,162
+365,125
+77% +$33.6M 0.13% 168
2020
Q4
$40.9M Buy
477,037
+7,368
+2% +$631K 0.07% 250
2020
Q3
$37.5M Buy
469,669
+46,033
+11% +$3.68M 0.08% 238
2020
Q2
$33.4M Buy
423,636
+6,716
+2% +$529K 0.08% 240
2020
Q1
$29.1M Buy
416,920
+57,187
+16% +$3.99M 0.08% 228
2019
Q4
$33.6M Buy
359,733
+169,826
+89% +$15.8M 0.07% 261
2019
Q3
$17.8M Sell
189,907
-31,521
-14% -$2.96M 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% -$254K 0.05% 320
2018
Q4
$16.9M Sell
224,582
-14,380
-6% -$1.08M 0.05% 324
2018
Q3
$19.2M Buy
238,962
+3,135
+1% +$252K 0.06% 321
2018
Q2
$19M Buy
235,827
+8,486
+4% +$685K 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% +$684K 0.05% 366
2017
Q3
$15.1M Sell
188,123
-6,080
-3% -$489K 0.05% 357
2017
Q2
$15.6M Buy
194,203
+24,959
+15% +$2M 0.06% 326
2017
Q1
$13.3M Sell
169,244
-22,679
-12% -$1.79M 0.05% 361
2016
Q4
$14.8M Buy
191,923
+8,843
+5% +$682K 0.06% 312
2016
Q3
$14.8M Buy
183,080
+1,506
+0.8% +$121K 0.07% 301
2016
Q2
$15M Sell
181,574
-83,163
-31% -$6.85M 0.07% 285
2016
Q1
$20.6M Sell
264,737
-17,150
-6% -$1.34M 0.11% 202
2015
Q4
$21.2M Sell
281,887
-18,244
-6% -$1.37M 0.11% 203
2015
Q3
$21.3M Sell
300,131
-9,211
-3% -$653K 0.12% 197
2015
Q2
$22M Buy
309,342
+20,878
+7% +$1.49M 0.11% 200
2015
Q1
$22.9M Sell
288,464
-3,765
-1% -$299K 0.13% 195
2014
Q4
$22.5M Sell
292,229
-10,349
-3% -$795K 0.12% 203
2014
Q3
$20.9M Sell
302,578
-8,090
-3% -$560K 0.18% 128
2014
Q2
$22.3M Buy
310,668
+4,234
+1% +$304K 0.2% 122
2014
Q1
$20.7M Buy
+306,434
New +$20.7M 0.2% 119