Wealthcare Advisory Partners’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 | $218K | Buy |
2,296
+1
| +0% | +$95 | 0.01% | 910 |
|
|
2025
Q1 | $220K | Buy |
2,295
+1
| +0% | +$96 | 0.01% | 843 |
|
|
2024
Q4 | $213K | Buy |
2,294
+3
| +0.1% | +$279 | 0.01% | 840 |
|
|
2024
Q3 | $233K | Buy |
2,291
+2
| +0.1% | +$204 | 0.01% | 787 |
|
|
2024
Q2 | $201K | Buy |
+2,289
| New | +$201K | 0.01% | 790 |
|
|
2023
Q3 | – | Sell |
-2,393
| Closed | -$207K | – | 726 |
|
|
2023
Q2 | $207K | Buy |
+2,393
| New | +$207K | 0.01% | 673 |
|
|
2022
Q3 | – | Sell |
-2,937
| Closed | -$270K | – | 616 |
|
|
2022
Q2 | $270K | Sell |
2,937
-795
| -21% | -$73.1K | 0.02% | 460 |
|
|
2022
Q1 | $404K | Sell |
3,732
-19
| -0.5% | -$2.06K | 0.02% | 347 |
|
|
2021
Q4 | $436K | Sell |
3,751
-150
| -4% | -$17.4K | 0.03% | 341 |
|
|
2021
Q3 | $399K | Sell |
3,901
-320
| -8% | -$32.7K | 0.03% | 359 |
|
|
2021
Q2 | $430K | Buy |
4,221
+270
| +7% | +$27.5K | 0.03% | 346 |
|
|
2021
Q1 | $363K | Sell |
3,951
-789
| -17% | -$72.5K | 0.03% | 348 |
|
|
2020
Q4 | $406K | Buy |
4,740
+65
| +1% | +$5.57K | 0.04% | 267 |
|
|
2020
Q3 | $373K | Hold |
4,675
| – | – | 0.04% | 246 |
|
|
2020
Q2 | $368K | Buy |
4,675
+391
| +9% | +$30.8K | 0.05% | 215 |
|
|
2020
Q1 | $298K | Buy |
4,284
+2
| +0% | +$139 | 0.04% | 218 |
|
|
2019
Q4 | $399K | Buy |
4,282
+403
| +10% | +$37.6K | 0.05% | 200 |
|
|
2019
Q3 | $363K | Buy |
3,879
+1
| +0% | +$94 | 0.05% | 186 |
|
|
2019
Q2 | $339K | Sell |
3,878
-628
| -14% | -$54.9K | 0.05% | 188 |
|
|
2019
Q1 | $392K | Buy |
4,506
+57
| +1% | +$4.96K | 0.07% | 154 |
|
|
2018
Q4 | $333K | Sell |
4,449
-391
| -8% | -$29.3K | 0.06% | 152 |
|
|
2018
Q3 | $387K | Buy |
4,840
+62
| +1% | +$4.96K | 0.07% | 148 |
|
|
2018
Q2 | $385K | Sell |
4,778
-334
| -7% | -$26.9K | 0.08% | 143 |
|
|
2018
Q1 | $386K | Sell |
5,112
-1,260
| -20% | -$95.1K | 0.09% | 126 |
|
|
2017
Q4 | $516K | Sell |
6,372
-375
| -6% | -$30.4K | 0.13% | 90 |
|
|
2017
Q3 | $539K | Buy |
+6,747
| New | +$539K | 0.16% | 76 |
|
|
2017
Q1 | – | Sell |
-154
| Closed | -$12K | – | 125 |
|
|
2016
Q4 | $12K | Buy |
+154
| New | +$12K | 0.01% | 78 |
|