Valeo Financial Advisors’s iShares US Real Estate ETF IYR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $555K | Buy |
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|
2025
Q1 | $561K | Sell |
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|
2024
Q4 | $572K | Sell |
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|
2024
Q3 | $633K | Sell |
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|
2024
Q2 | $576K | Buy |
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|
2024
Q1 | $548K | Sell |
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|
2023
Q4 | $645K | Sell |
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|
2023
Q3 | $579K | Buy |
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|
2023
Q2 | $630K | Buy |
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|
2023
Q1 | $557K | Sell |
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|
2022
Q4 | $567K | Buy |
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|
2022
Q3 | $481K | Sell |
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|
2022
Q2 | $584K | Buy |
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|
2022
Q1 | $638K | Sell |
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|
2021
Q4 | $686K | Buy |
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|
2021
Q3 | $602K | Hold |
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|
2021
Q2 | $599K | Hold |
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|
2021
Q1 | $541K | Hold |
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|
2020
Q4 | $504K | Hold |
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|
2020
Q3 | $469K | Sell |
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|
2020
Q2 | $479K | Buy |
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|
2020
Q1 | $467K | Buy |
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|
2019
Q4 | $479K | Hold |
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|
2019
Q3 | $482K | Sell |
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|
2019
Q2 | $461K | Sell |
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|
2019
Q1 | $473K | Buy |
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|
2018
Q4 | $375K | Sell |
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|
2018
Q3 | $393K | Hold |
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|
2018
Q2 | $407K | Hold |
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|
2018
Q1 | $380K | Hold |
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|
2017
Q4 | $408K | Sell |
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|
2017
Q3 | $474K | Buy |
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