Waldron Private Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $591K | Hold |
6,246
| – | – | 0.02% | 195 |
|
|
2025
Q4 | $586K | Hold |
6,246
| – | – | 0.02% | 192 |
|
|
2025
Q3 | $606K | Hold |
6,246
| – | – | 0.02% | 183 |
|
|
2025
Q2 | $592K | Hold |
6,246
| – | – | 0.03% | 179 |
|
|
2025
Q1 | $598K | Hold |
6,246
| – | – | 0.03% | 171 |
|
|
2024
Q4 | $581K | Hold |
6,246
| – | – | 0.02% | 237 |
|
|
2024
Q3 | $636K | Hold |
6,246
| – | – | 0.03% | 220 |
|
|
2024
Q2 | $548K | Hold |
6,246
| – | – | 0.02% | 217 |
|
|
2024
Q1 | $562K | Hold |
6,246
| – | – | 0.03% | 222 |
|
|
2023
Q4 | $571K | Hold |
6,246
| – | – | 0.03% | 214 |
|
|
2023
Q3 | $494K | Hold |
6,246
| – | – | 0.03% | 232 |
|
|
2023
Q2 | $541K | Sell |
6,246
-50
| -0.8% | -$4.2K | 0.03% | 218 |
|
|
2023
Q1 | $535K | Hold |
6,296
| – | – | 0.03% | 240 |
|
|
2022
Q4 | $512K | Hold |
6,296
| – | – | 0.03% | 235 |
|
|
2022
Q3 | $512K | Sell |
6,296
-659
| -9% | -$62.4K | 0.03% | 235 |
|
|
2022
Q2 | $639K | Hold |
6,955
| – | – | 0.04% | 213 |
|
|
2022
Q1 | $752K | Hold |
6,955
| – | – | 0.04% | 213 |
|
|
2021
Q4 | $807K | Hold |
6,955
| – | – | 0.04% | 201 |
|
|
2021
Q3 | $712K | Sell |
6,955
-2,310
| -25% | -$246K | 0.04% | 188 |
|
|
2021
Q2 | $944K | Buy |
9,265
+50
| +0.5% | +$4.96K | 0.06% | 144 |
|
|
2021
Q1 | $847K | Hold |
9,215
| – | – | 0.06% | 140 |
|
|
2020
Q4 | $789K | Hold |
9,215
| – | – | 0.06% | 144 |
|
|
2020
Q3 | $735K | Hold |
9,215
| – | – | 0.06% | 137 |
|
|
2020
Q2 | $726K | Hold |
9,215
| – | – | 0.06% | 129 |
|
|
2020
Q1 | $641K | Hold |
9,215
| – | – | 0.07% | 127 |
|
|
2019
Q4 | $857K | Hold |
9,215
| – | – | 0.08% | 124 |
|
|
2019
Q3 | $861K | Hold |
9,215
| – | – | 0.09% | 112 |
|
|
2019
Q2 | $804K | Hold |
9,215
| – | – | 0.09% | 98 |
|
|
2019
Q1 | $802K | Hold |
9,215
| – | – | 0.09% | 102 |
|
|
2018
Q4 | $690K | Hold |
9,215
| – | – | 0.1% | 95 |
|
|
2018
Q3 | $737K | Hold |
9,215
| – | – | 0.14% | 74 |
|
|
2018
Q2 | $742K | Hold |
9,215
| – | – | 0.16% | 63 |
|
|
2018
Q1 | $695K | Hold |
9,215
| – | – | 0.16% | 64 |
|
|
2017
Q4 | $746K | Hold |
9,215
| – | – | 0.18% | 57 |
|
|
2017
Q3 | $736K | Hold |
9,215
| – | – | 0.21% | 50 |
|
|
2017
Q2 | $735K | Hold |
9,215
| – | – | 0.23% | 42 |
|
|
2017
Q1 | $723K | Hold |
9,215
| – | – | 0.18% | 73 |
|
|
2016
Q4 | $709K | Hold |
9,215
| – | – | 0.24% | 47 |
|
|
2016
Q3 | $743K | Sell |
9,215
-3,235
| -26% | -$268K | 0.27% | 40 |
|
|
2016
Q2 | $1.02M | Hold |
12,450
| – | – | 0.38% | 32 |
|
|
2016
Q1 | $969K | Sell |
12,450
-56
| -0.4% | -$4.06K | 0.37% | 33 |
|
|
2015
Q4 | $938K | Buy |
12,506
+1
| +0% | +$75 | 0.35% | 32 |
|
|
2015
Q3 | $887K | Buy |
12,505
+1
| +0% | +$73 | 0.38% | 29 |
|
|
2015
Q2 | $891K | Hold |
12,504
| – | – | 0.35% | 26 |
|
|
2015
Q1 | $992K | Hold |
12,504
| – | – | 0.4% | 25 |
|
|
2014
Q4 | $961K | Buy |
12,504
+1
| +0% | +$75 | 0.4% | 26 |
|
|
2014
Q3 | $865K | Hold |
12,503
| – | – | 0.41% | 25 |
|
|
2014
Q2 | $898K | Buy |
12,503
+1
| +0% | +$70 | 0.41% | 27 |
|
|
2014
Q1 | $846K | Hold |
12,502
| – | – | 0.41% | 27 |
|
|
2013
Q4 | $789K | Buy |
+12,502
| New | +$805K | 0.36% | 25 |
|
Other funds holding IYR
WI
CBU
IMPI
