United Asset Strategies’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 | $418K | Buy |
4,411
+1,190
| +37% | +$113K | 0.04% | 200 |
|
|
2025
Q1 | $308K | Sell |
3,221
-1,040
| -24% | -$99.6K | 0.03% | 210 |
|
|
2024
Q4 | $397K | Buy |
+4,261
| New | +$397K | 0.04% | 191 |
|
|
2022
Q4 | – | Sell |
-4,040
| Closed | -$329K | – | 230 |
|
|
2022
Q3 | $329K | Sell |
4,040
-3,074
| -43% | -$250K | 0.05% | 176 |
|
|
2022
Q2 | $654K | Buy |
7,114
+3,481
| +96% | +$320K | 0.1% | 144 |
|
|
2022
Q1 | $393K | Sell |
3,633
-3,450
| -49% | -$373K | 0.05% | 166 |
|
|
2021
Q4 | $823K | Sell |
7,083
-2,539
| -26% | -$295K | 0.1% | 133 |
|
|
2021
Q3 | $985K | Buy |
9,622
+3,674
| +62% | +$376K | 0.13% | 125 |
|
|
2021
Q2 | $606K | Buy |
+5,948
| New | +$606K | 0.08% | 136 |
|
|
2020
Q4 | – | Sell |
-4,969
| Closed | -$397K | – | 207 |
|
|
2020
Q3 | $397K | Sell |
4,969
-35
| -0.7% | -$2.8K | 0.07% | 150 |
|
|
2020
Q2 | $394K | Sell |
5,004
-4,223
| -46% | -$333K | 0.08% | 142 |
|
|
2020
Q1 | $642K | Buy |
9,227
+151
| +2% | +$10.5K | 0.16% | 107 |
|
|
2019
Q4 | $845K | Buy |
+9,076
| New | +$845K | 0.16% | 112 |
|
|
2019
Q3 | – | Sell |
-2,606
| Closed | -$228K | – | 192 |
|
|
2019
Q2 | $228K | Buy |
+2,606
| New | +$228K | 0.05% | 171 |
|