USA Financial Formulas’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 | $4.21M | Buy |
44,386
+44,090
| +14,895% | +$4.18M | 0.72% | 14 |
|
2025
Q1 | $28.3K | Sell |
296
-801,517
| -100% | -$76.7M | ﹤0.01% | 216 |
|
2024
Q4 | $74.6M | Buy |
+801,813
| New | +$74.6M | 11.72% | 5 |
|
2022
Q3 | – | Sell |
-11
| Closed | -$1K | – | 357 |
|
2022
Q2 | $1K | Sell |
11
-3
| -21% | -$273 | ﹤0.01% | 271 |
|
2022
Q1 | $2K | Sell |
14
-50
| -78% | -$7.14K | ﹤0.01% | 239 |
|
2021
Q4 | $7K | Buy |
64
+16
| +33% | +$1.75K | 0.01% | 205 |
|
2021
Q3 | $5K | Buy |
+48
| New | +$5K | ﹤0.01% | 272 |
|