Tradewinds Capital Management’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
Q1 | – | Sell |
-1,374
| Closed | -$128K | – | 702 |
|
|
2024
Q4 | $128K | Buy |
+1,374
| New | +$128K | 0.03% | 130 |
|
|
2022
Q2 | – | Sell |
-142
| Closed | -$15K | – | 615 |
|
|
2022
Q1 | $15K | Hold |
142
| – | – | ﹤0.01% | 415 |
|
|
2021
Q4 | $16K | Hold |
142
| – | – | ﹤0.01% | 413 |
|
|
2021
Q3 | $15K | Hold |
142
| – | – | ﹤0.01% | 406 |
|
|
2021
Q2 | $14K | Hold |
142
| – | – | ﹤0.01% | 420 |
|
|
2021
Q1 | $13K | Hold |
142
| – | – | ﹤0.01% | 413 |
|
|
2020
Q4 | $12K | Hold |
142
| – | – | ﹤0.01% | 398 |
|
|
2020
Q3 | $11K | Hold |
142
| – | – | ﹤0.01% | 382 |
|
|
2020
Q2 | $11K | Hold |
142
| – | – | ﹤0.01% | 370 |
|
|
2020
Q1 | $10K | Hold |
142
| – | – | ﹤0.01% | 351 |
|
|
2019
Q4 | $13K | Buy |
+142
| New | +$13K | ﹤0.01% | 369 |
|
|
2016
Q4 | – | Sell |
-206
| Closed | -$17K | – | 668 |
|
|
2016
Q3 | $17K | Buy |
+206
| New | +$17K | 0.01% | 319 |
|