Valley Wealth Managers’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
Q3 | – | Sell |
-32
| Closed | -$3.03K | – | 318 |
|
|
2025
Q2 | $3.03K | Sell |
32
-210
| -87% | -$19.6K | ﹤0.01% | 267 |
|
|
2025
Q1 | $23.2K | Hold |
242
| – | – | ﹤0.01% | 240 |
|
|
2024
Q4 | $22.5K | Hold |
242
| – | – | ﹤0.01% | 255 |
|
|
2024
Q3 | $24.7K | Buy |
242
+32
| +15% | +$3.08K | ﹤0.01% | 259 |
|
|
2024
Q2 | $18.4K | Sell |
210
-21
| -9% | -$1.8K | ﹤0.01% | 265 |
|
|
2024
Q1 | $20.8K | Buy |
231
+210
| +1,000% | +$18.6K | ﹤0.01% | 242 |
|
|
2023
Q4 | $1.92K | Sell |
21
-323
| -94% | -$26.4K | ﹤0.01% | 298 |
|
|
2023
Q3 | $26.9K | Hold |
344
| – | – | ﹤0.01% | 244 |
|
|
2023
Q2 | $29.8K | Hold |
344
| – | – | ﹤0.01% | 231 |
|
|
2023
Q1 | $29.2K | Sell |
344
-72
| -17% | -$6.3K | ﹤0.01% | 239 |
|
|
2022
Q4 | $35K | Sell |
416
-266
| -39% | -$22.3K | ﹤0.01% | 247 |
|
|
2022
Q3 | $56K | Hold |
682
| – | – | 0.01% | 234 |
|
|
2022
Q2 | $63K | Sell |
682
-2,503
| -79% | -$250K | 0.01% | 238 |
|
|
2022
Q1 | $345K | Sell |
3,185
-46
| -1% | -$4.86K | 0.03% | 150 |
|
|
2021
Q4 | $375K | Sell |
3,231
-42
| -1% | -$4.6K | 0.03% | 148 |
|
|
2021
Q3 | $335K | Sell |
3,273
-100
| -3% | -$10.6K | 0.03% | 149 |
|
|
2021
Q2 | $344K | Sell |
3,373
-264
| -7% | -$26.2K | 0.03% | 148 |
|
|
2021
Q1 | $334K | Sell |
3,637
-1,092
| -23% | -$95.8K | 0.03% | 144 |
|
|
2020
Q4 | $405K | Sell |
4,729
-3,788
| -44% | -$315K | 0.04% | 129 |
|
|
2020
Q3 | $680K | Hold |
8,517
| – | – | 0.07% | 111 |
|
|
2020
Q2 | $671K | Sell |
8,517
-50
| -0.6% | -$3.79K | 0.08% | 112 |
|
|
2020
Q1 | $596K | Sell |
8,567
-32
| -0.4% | -$2.83K | 0.08% | 108 |
|
|
2019
Q4 | $800K | Sell |
8,599
-263
| -3% | -$24.4K | 0.08% | 108 |
|
|
2019
Q3 | $829K | Buy |
8,862
+128
| +1% | +$11.7K | 0.09% | 106 |
|
|
2019
Q2 | $763K | Sell |
8,734
-2,286
| -21% | -$200K | 0.08% | 115 |
|
|
2019
Q1 | $959K | Sell |
11,020
-550
| -5% | -$45.5K | 0.1% | 111 |
|
|
2018
Q4 | $867K | Buy |
+11,570
| New | +$909K | 0.11% | 95 |
|
Other funds holding IYR
WI
CBU
