Viewpoint Capital Management’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 | $287K | Sell |
3,031
-430
| -12% | -$40.8K | 0.14% | 84 |
|
|
2025
Q1 | $331K | Hold |
3,461
| – | – | 0.18% | 85 |
|
|
2024
Q4 | $322K | Hold |
3,461
| – | – | 0.17% | 82 |
|
|
2024
Q3 | $350K | Hold |
3,461
| – | – | 0.2% | 81 |
|
|
2024
Q2 | $304K | Hold |
3,461
| – | – | 0.19% | 84 |
|
|
2024
Q1 | $311K | Hold |
3,461
| – | – | 0.2% | 79 |
|
|
2023
Q4 | $316K | Hold |
3,461
| – | – | 0.22% | 75 |
|
|
2023
Q3 | $270K | Hold |
3,461
| – | – | 0.22% | 74 |
|
|
2023
Q2 | $300K | Hold |
3,461
| – | – | 0.23% | 70 |
|
|
2023
Q1 | $294K | Hold |
3,461
| – | – | 0.26% | 65 |
|
|
2022
Q4 | $291K | Hold |
3,461
| – | – | 0.28% | 67 |
|
|
2022
Q3 | $282K | Hold |
3,461
| – | – | 0.28% | 66 |
|
|
2022
Q2 | $318K | Sell |
3,461
-150
| -4% | -$13.8K | 0.3% | 64 |
|
|
2022
Q1 | $391K | Hold |
3,611
| – | – | 0.3% | 64 |
|
|
2021
Q4 | $419K | Buy |
+3,611
| New | +$419K | 0.3% | 63 |
|