Waratah Capital 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
Q1 | – | Hold |
0
| – | – | – | 171 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 140 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 124 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 128 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 164 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 157 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 147 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 157 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 178 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 185 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 142 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 175 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 194 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 252 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 248 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 269 |
|
|
2018
Q2 | – | Sell |
-112,205
| Closed | -$8.47M | – | 164 |
|
|
2018
Q1 | $8.47M | Buy |
+112,205
| New | +$8.47M | 0.89% | 35 |
|
|
2017
Q3 | – | Sell |
-19,644
| Closed | -$1.57M | – | 164 |
|
|
2017
Q2 | $1.57M | Sell |
19,644
-21
| -0.1% | -$1.68K | 0.22% | 82 |
|
|
2017
Q1 | $1.54M | Sell |
19,665
-30,615
| -61% | -$2.4M | 0.2% | 79 |
|
|
2016
Q4 | $3.87M | Buy |
+50,280
| New | +$3.87M | 0.58% | 51 |
|