TRUE Private Wealth 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
Q1 | – | Sell |
-3,617
| Closed | -$337K | – | 237 |
|
|
2024
Q4 | $337K | Buy |
3,617
+21
| +0.6% | +$1.96K | 0.04% | 167 |
|
|
2024
Q3 | $366K | Sell |
3,596
-6
| -0.2% | -$611 | 0.04% | 148 |
|
|
2024
Q2 | $316K | Sell |
3,602
-296
| -8% | -$26K | 0.04% | 217 |
|
|
2024
Q1 | $350K | Sell |
3,898
-25,197
| -87% | -$2.26M | 0.04% | 211 |
|
|
2023
Q4 | $2.66M | Buy |
+29,095
| New | +$2.66M | 0.34% | 46 |
|
|
2022
Q1 | – | Sell |
-1,793
| Closed | -$208K | – | 257 |
|
|
2021
Q4 | $208K | Buy |
+1,793
| New | +$208K | 0.03% | 249 |
|
|
2021
Q1 | – | Sell |
-1,788
| Closed | -$153K | – | 471 |
|
|
2020
Q4 | $153K | Sell |
1,788
-30
| -2% | -$2.57K | 0.03% | 223 |
|
|
2020
Q3 | $145K | Sell |
1,818
-1,150
| -39% | -$91.7K | 0.02% | 210 |
|
|
2020
Q2 | $233K | Hold |
2,968
| – | – | 0.04% | 166 |
|
|
2020
Q1 | $206K | Hold |
2,968
| – | – | 0.04% | 146 |
|
|
2019
Q4 | $276K | Hold |
2,968
| – | – | 0.04% | 184 |
|
|
2019
Q3 | $277K | Hold |
2,968
| – | – | 0.05% | 166 |
|
|
2019
Q2 | $259K | Sell |
2,968
-988
| -25% | -$86.2K | 0.04% | 170 |
|
|
2019
Q1 | $344K | Sell |
3,956
-339
| -8% | -$29.5K | 0.07% | 139 |
|
|
2018
Q4 | $321K | Sell |
4,295
-161,544
| -97% | -$12.1M | 0.06% | 179 |
|
|
2018
Q3 | $13.4M | Buy |
165,839
+163,261
| +6,333% | +$13.2M | 1.89% | 9 |
|
|
2018
Q2 | $209K | Sell |
2,578
-769
| -23% | -$62.3K | 0.03% | 257 |
|
|
2018
Q1 | $252K | Hold |
3,347
| – | – | 0.04% | 203 |
|
|
2017
Q4 | $271K | Sell |
3,347
-438
| -12% | -$35.5K | 0.05% | 190 |
|
|
2017
Q3 | $302K | Hold |
3,785
| – | – | 0.07% | 121 |
|
|
2017
Q2 | $301K | Sell |
3,785
-182
| -5% | -$14.5K | 0.07% | 115 |
|
|
2017
Q1 | $313K | Buy |
3,967
+769
| +24% | +$60.7K | 0.07% | 103 |
|
|
2016
Q4 | $243K | Hold |
3,198
| – | – | 0.06% | 130 |
|
|
2016
Q3 | $248K | Sell |
3,198
-131
| -4% | -$10.2K | 0.08% | 119 |
|
|
2016
Q2 | $274K | Sell |
3,329
-68
| -2% | -$5.6K | 0.09% | 107 |
|
|
2016
Q1 | $264K | Sell |
3,397
-6,649
| -66% | -$517K | 0.1% | 99 |
|
|
2015
Q4 | $754K | Buy |
+10,046
| New | +$754K | 0.33% | 45 |
|