Valeo 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 | $555K | Buy |
5,857
+2
| +0% | +$190 | 0.01% | 423 |
|
|
2025
Q1 | $561K | Sell |
5,855
-291
| -5% | -$27.9K | 0.02% | 389 |
|
|
2024
Q4 | $572K | Sell |
6,146
-67
| -1% | -$6.24K | 0.02% | 377 |
|
|
2024
Q3 | $633K | Sell |
6,213
-350
| -5% | -$35.7K | 0.02% | 355 |
|
|
2024
Q2 | $576K | Buy |
6,563
+4
| +0.1% | +$351 | 0.02% | 352 |
|
|
2024
Q1 | $548K | Sell |
6,559
-493
| -7% | -$41.2K | 0.02% | 349 |
|
|
2023
Q4 | $645K | Sell |
7,052
-354
| -5% | -$32.4K | 0.03% | 291 |
|
|
2023
Q3 | $579K | Buy |
7,406
+125
| +2% | +$9.77K | 0.03% | 296 |
|
|
2023
Q2 | $630K | Buy |
7,281
+721
| +11% | +$62.4K | 0.03% | 275 |
|
|
2023
Q1 | $557K | Sell |
6,560
-180
| -3% | -$15.3K | 0.03% | 312 |
|
|
2022
Q4 | $567K | Buy |
6,740
+834
| +14% | +$70.2K | 0.03% | 258 |
|
|
2022
Q3 | $481K | Sell |
5,906
-444
| -7% | -$36.2K | 0.03% | 263 |
|
|
2022
Q2 | $584K | Buy |
6,350
+452
| +8% | +$41.6K | 0.04% | 231 |
|
|
2022
Q1 | $638K | Sell |
5,898
-5
| -0.1% | -$541 | 0.03% | 265 |
|
|
2021
Q4 | $686K | Buy |
5,903
+23
| +0.4% | +$2.67K | 0.04% | 238 |
|
|
2021
Q3 | $602K | Hold |
5,880
| – | – | 0.03% | 249 |
|
|
2021
Q2 | $599K | Hold |
5,880
| – | – | 0.04% | 223 |
|
|
2021
Q1 | $541K | Hold |
5,880
| – | – | 0.03% | 254 |
|
|
2020
Q4 | $504K | Hold |
5,880
| – | – | 0.03% | 244 |
|
|
2020
Q3 | $469K | Sell |
5,880
-197
| -3% | -$15.7K | 0.04% | 192 |
|
|
2020
Q2 | $479K | Buy |
6,077
+155
| +3% | +$12.2K | 0.04% | 187 |
|
|
2020
Q1 | $467K | Buy |
5,922
+772
| +15% | +$60.9K | 0.05% | 179 |
|
|
2019
Q4 | $479K | Hold |
5,150
| – | – | 0.05% | 197 |
|
|
2019
Q3 | $482K | Sell |
5,150
-133
| -3% | -$12.4K | 0.05% | 173 |
|
|
2019
Q2 | $461K | Sell |
5,283
-152
| -3% | -$13.3K | 0.05% | 185 |
|
|
2019
Q1 | $473K | Buy |
5,435
+433
| +9% | +$37.7K | 0.06% | 180 |
|
|
2018
Q4 | $375K | Sell |
5,002
-35
| -0.7% | -$2.62K | 0.05% | 186 |
|
|
2018
Q3 | $393K | Hold |
5,037
| – | – | 0.05% | 189 |
|
|
2018
Q2 | $407K | Hold |
5,037
| – | – | 0.06% | 194 |
|
|
2018
Q1 | $380K | Hold |
5,037
| – | – | 0.06% | 178 |
|
|
2017
Q4 | $408K | Sell |
5,037
-895
| -15% | -$72.5K | 0.07% | 170 |
|
|
2017
Q3 | $474K | Buy |
+5,932
| New | +$474K | 0.11% | 126 |
|