Transamerica Financial Advisors’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 | $41 | Hold |
1
| – | – | ﹤0.01% | 548 |
|
|
2025
Q1 | $1K | Buy |
+1
| New | +$1K | ﹤0.01% | 500 |
|
|
2023
Q1 | – | Sell |
-1
| Closed | -$1K | – | 664 |
|
|
2022
Q4 | $1K | Hold |
1
| – | – | ﹤0.01% | 543 |
|
|
2022
Q3 | $1K | Buy |
+1
| New | +$1K | ﹤0.01% | 511 |
|
|
2020
Q3 | – | Sell |
-1
| Closed | -$1K | – | 344 |
|
|
2020
Q2 | $1K | Buy |
+1
| New | +$1K | ﹤0.01% | 422 |
|
|
2019
Q3 | – | Sell |
-17,259
| Closed | -$1.51M | – | 328 |
|
|
2019
Q2 | $1.51M | Buy |
+17,259
| New | +$1.51M | 0.33% | 72 |
|
|
2019
Q1 | – | Sell |
-23,218
| Closed | -$1.74M | – | 290 |
|
|
2018
Q4 | $1.74M | Sell |
23,218
-9,353
| -29% | -$701K | 0.45% | 57 |
|
|
2018
Q3 | $2.61M | Buy |
32,571
+23,812
| +272% | +$1.91M | 0.55% | 46 |
|
|
2018
Q2 | $706K | Buy |
8,759
+8,758
| +875,800% | +$706K | 0.16% | 105 |
|
|
2018
Q1 | $1K | Hold |
1
| – | – | ﹤0.01% | 394 |
|
|
2017
Q4 | $1K | Sell |
1
-154
| -99% | -$154K | ﹤0.01% | 374 |
|
|
2017
Q3 | $13K | Sell |
155
-32,082
| -100% | -$2.69M | ﹤0.01% | 266 |
|
|
2017
Q2 | $2.57M | Buy |
32,237
+32,236
| +3,223,600% | +$2.57M | 0.35% | 88 |
|
|
2017
Q1 | $1K | Hold |
1
| – | – | ﹤0.01% | 342 |
|
|
2016
Q4 | $1K | Sell |
1
-138
| -99% | -$138K | ﹤0.01% | 378 |
|
|
2016
Q3 | $12K | Sell |
139
-14,327
| -99% | -$1.24M | ﹤0.01% | 252 |
|
|
2016
Q2 | $1.19M | Buy |
14,466
+1,097
| +8% | +$90.4K | 0.12% | 151 |
|
|
2016
Q1 | $1.04M | Sell |
13,369
-9,222
| -41% | -$718K | 0.09% | 168 |
|
|
2015
Q4 | $1.7M | Buy |
+22,591
| New | +$1.7M | 0.12% | 133 |
|
|
2015
Q3 | – | Sell |
-4,349
| Closed | -$311K | – | 881 |
|
|
2015
Q2 | $311K | Sell |
4,349
-9,338
| -68% | -$668K | 0.02% | 283 |
|
|
2015
Q1 | $1.09M | Sell |
13,687
-23,212
| -63% | -$1.84M | 0.08% | 169 |
|
|
2014
Q4 | $2.84M | Buy |
36,899
+36,892
| +527,029% | +$2.84M | 0.22% | 64 |
|
|
2014
Q3 | $1K | Sell |
7
-709
| -99% | -$101K | ﹤0.01% | 624 |
|
|
2014
Q2 | $52K | Buy |
716
+710
| +11,833% | +$51.6K | ﹤0.01% | 365 |
|
|
2014
Q1 | $1K | Buy |
6
+5
| +500% | +$833 | ﹤0.01% | 594 |
|
|
2013
Q4 | $1K | Buy |
+1
| New | +$1K | ﹤0.01% | 572 |
|