Sunbelt Securities’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 | $16.3K | Hold |
175
| – | – | ﹤0.01% | 1203 |
|
|
2025
Q1 | $16.8K | Hold |
175
| – | – | ﹤0.01% | 1163 |
|
|
2024
Q4 | $16.1K | Hold |
175
| – | – | ﹤0.01% | 1204 |
|
|
2024
Q3 | $17.8K | Buy |
+175
| New | +$17.8K | ﹤0.01% | 1195 |
|
|
2023
Q3 | – | Sell |
-208
| Closed | -$18K | – | 1802 |
|
|
2023
Q2 | $18K | Sell |
208
-2
| -1% | -$173 | ﹤0.01% | 1047 |
|
|
2023
Q1 | $17.5K | Buy |
+210
| New | +$17.5K | ﹤0.01% | 994 |
|
|
2015
Q3 | – | Sell |
-3,257
| Closed | -$232K | – | 123 |
|
|
2015
Q2 | $232K | Sell |
3,257
-209
| -6% | -$14.9K | 0.32% | 80 |
|
|
2015
Q1 | $265K | Sell |
3,466
-143
| -4% | -$10.9K | 0.39% | 58 |
|
|
2014
Q4 | $268K | Buy |
+3,609
| New | +$268K | 0.35% | 63 |
|