TAGStone Capital’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 | $1.21M | Sell |
12,739
-608
| -5% | -$57.6K | 0.5% | 44 |
|
|
2025
Q1 | $1.28M | Sell |
13,347
-1,374
| -9% | -$132K | 0.63% | 37 |
|
|
2024
Q4 | $1.37M | Sell |
14,721
-120
| -0.8% | -$11.2K | 0.67% | 34 |
|
|
2024
Q3 | $1.51M | Sell |
14,841
-105
| -0.7% | -$10.7K | 0.77% | 31 |
|
|
2024
Q2 | $1.31M | Sell |
14,946
-337
| -2% | -$29.6K | 0.74% | 32 |
|
|
2024
Q1 | $1.37M | Buy |
15,283
+50
| +0.3% | +$4.5K | 0.8% | 30 |
|
|
2023
Q4 | $1.39M | Sell |
15,233
-363
| -2% | -$33.2K | 0.91% | 28 |
|
|
2023
Q3 | $1.23M | Buy |
15,596
+137
| +0.9% | +$10.8K | 0.91% | 27 |
|
|
2023
Q2 | $1.34M | Sell |
15,459
-92
| -0.6% | -$7.96K | 0.96% | 27 |
|
|
2023
Q1 | $1.32M | Buy |
15,551
+70
| +0.5% | +$5.94K | 0.99% | 28 |
|
|
2022
Q4 | $1.3M | Buy |
15,481
+13
| +0.1% | +$1.09K | 1.08% | 28 |
|
|
2022
Q3 | $1.26M | Buy |
15,468
+2,849
| +23% | +$232K | 1.17% | 24 |
|
|
2022
Q2 | $1.16M | Sell |
12,619
-29
| -0.2% | -$2.67K | 1.11% | 26 |
|
|
2022
Q1 | $1.37M | Buy |
12,648
+50
| +0.4% | +$5.41K | 1.15% | 24 |
|
|
2021
Q4 | $1.46M | Buy |
+12,598
| New | +$1.46M | 1.22% | 26 |
|