Summit Securities Group’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
Q1 | – | Sell |
|
|||||
|
2024
Q4 | $18.6K | Buy |
|
|||||
|
2024
Q1 | – | Sell |
|
|||||
|
2023
Q4 | $9.62M | Buy |
|
|||||
|
2022
Q4 | – | Sell |
|
|||||
|
2022
Q3 | $8K | Hold |
|
|||||
|
2022
Q2 | $9K | Sell |
|
|||||
|
2022
Q1 | $87K | Sell |
|
|||||
|
2021
Q4 | $1.48M | Sell |
|
|||||
|
2021
Q3 | $2.35M | Buy |
|
|||||
|
2021
Q2 | – | Sell |
|
|||||
|
2021
Q1 | $644K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $670K | Buy |
|
|||||
|
2019
Q3 | $627K | Buy |
|
|||||
|
2019
Q2 | – | Sell |
|
|||||
|
2019
Q1 | $209K | Sell |
|
|||||
|
2018
Q4 | $270K | Buy |
|
|||||
|
2018
Q3 | – | Sell |
|
|||||
|
2018
Q2 | $612K | Buy |
|
|||||
|
2017
Q4 | – | Sell |
|
|||||
|
2017
Q3 | $359K | Sell |
|
|||||
|
2017
Q2 | $1.84M | Buy |
|
|||||
|
2016
Q4 | – | Hold |
|
|||||
|
2016
Q3 | – | Hold |
|
|||||
|
2016
Q1 | – | Hold |
|
|||||
|
2015
Q4 | – | Sell |
|
|||||
|
2015
Q3 | $14K | Sell |
|
|||||
|
2015
Q2 | $86K | Buy |
|
|||||
|
2015
Q1 | $0 | Sell |
|
|||||
|
2014
Q4 | $810K | Buy |
|
|||||
|
2014
Q3 | $131K | Buy |
|
|||||
|
2014
Q2 | $43K | Sell |
|
|||||
|
2014
Q1 | $271K | Sell |
|
|||||
|
2013
Q4 | $353K | Sell |
|
|||||
|
2013
Q3 | $899K | Buy |
|
|||||
|
2013
Q2 | $405K | Buy |
|