SMFG
Sumitomo Mitsui Financial Group’s iShares US Real Estate ETF IYR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.2M | Buy |
128,337
+1,403
| +1% | +$133K | 0.2% | 42 |
|
|
2025
Q1 | $12.2M | Buy |
126,934
+7,235
| +6% | +$693K | 0.22% | 40 |
|
|
2024
Q4 | $11.1M | Buy |
119,699
+20,072
| +20% | +$1.87M | 0.15% | 45 |
|
|
2024
Q3 | $10.1M | Buy |
99,627
+8,158
| +9% | +$831K | 0.23% | 40 |
|
|
2024
Q2 | $8.03M | Buy |
91,469
+11,293
| +14% | +$991K | 0.25% | 44 |
|
|
2024
Q1 | $7.21M | Sell |
80,176
-3,073
| -4% | -$276K | 0.22% | 42 |
|
|
2023
Q4 | $7.61M | Buy |
83,249
+10,085
| +14% | +$922K | 0.24% | 45 |
|
|
2023
Q3 | $5.72M | Buy |
73,164
+11,757
| +19% | +$919K | 0.18% | 52 |
|
|
2023
Q2 | $5.31M | Sell |
61,407
-6,063
| -9% | -$525K | 0.17% | 55 |
|
|
2023
Q1 | $5.73M | Buy |
67,470
+16,572
| +33% | +$1.41M | 0.18% | 53 |
|
|
2022
Q4 | $4.29M | Buy |
50,898
+6,011
| +13% | +$506K | 0.16% | 61 |
|
|
2022
Q3 | $3.65M | Sell |
44,887
-6,127
| -12% | -$498K | 0.15% | 66 |
|
|
2022
Q2 | $4.68M | Sell |
51,014
-6,373
| -11% | -$585K | 0.13% | 73 |
|
|
2022
Q1 | $6.2M | Buy |
57,387
+3,780
| +7% | +$409K | 0.18% | 65 |
|
|
2021
Q4 | $6.23M | Buy |
53,607
+3,746
| +8% | +$435K | 0.18% | 62 |
|
|
2021
Q3 | $5.11M | Buy |
49,861
+11,088
| +29% | +$1.14M | 0.12% | 70 |
|
|
2021
Q2 | $3.95M | Buy |
38,773
+5,456
| +16% | +$556K | 0.09% | 71 |
|
|
2021
Q1 | $3.06M | Sell |
33,317
-3,379
| -9% | -$311K | 0.07% | 68 |
|
|
2020
Q4 | $3.14M | Buy |
36,696
+4,723
| +15% | +$405K | 0.08% | 66 |
|
|
2020
Q3 | $2.55M | Buy |
31,973
+2,987
| +10% | +$238K | 0.09% | 58 |
|
|
2020
Q2 | $2.28M | Sell |
28,986
-1,204
| -4% | -$94.9K | 0.08% | 53 |
|
|
2020
Q1 | $2.1M | Buy |
30,190
+8,354
| +38% | +$581K | 0.1% | 50 |
|
|
2019
Q4 | $2.03M | Buy |
21,836
+6,416
| +42% | +$597K | 0.16% | 45 |
|
|
2019
Q3 | $1.44M | Buy |
15,420
+5,520
| +56% | +$516K | 0.12% | 51 |
|
|
2019
Q2 | $864K | Buy |
9,900
+1,832
| +23% | +$160K | 0.07% | 56 |
|
|
2019
Q1 | $702K | Sell |
8,068
-631
| -7% | -$54.9K | 0.06% | 62 |
|
|
2018
Q4 | $650K | Sell |
8,699
-3,226
| -27% | -$241K | 0.04% | 63 |
|
|
2018
Q3 | $954K | Sell |
11,925
-6,702
| -36% | -$536K | 0.08% | 56 |
|
|
2018
Q2 | $1.5M | Sell |
18,627
-24,565
| -57% | -$1.98M | 0.15% | 44 |
|
|
2018
Q1 | $3.26M | Sell |
43,192
-12,006
| -22% | -$906K | 0.3% | 25 |
|
|
2017
Q4 | $4.47M | Sell |
55,198
-219
| -0.4% | -$17.7K | 0.59% | 12 |
|
|
2017
Q3 | $4.43M | Buy |
55,417
+14,302
| +35% | +$1.14M | 0.52% | 16 |
|
|
2017
Q2 | $3.28M | Buy |
+41,115
| New | +$3.28M | 0.67% | 15 |
|