WI
WealthNavi Inc’s iShares US Real Estate ETF IYR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $464M | Buy |
4,895,086
+198,229
| +4% | +$18.8M | 4.67% | 5 |
|
|
2025
Q1 | $450M | Buy |
4,696,857
+240,853
| +5% | +$23.1M | 5% | 5 |
|
|
2024
Q4 | $415M | Buy |
4,456,004
+68,048
| +2% | +$6.33M | 4.82% | 5 |
|
|
2024
Q3 | $447M | Buy |
4,387,956
+9,759
| +0.2% | +$994K | 5.11% | 5 |
|
|
2024
Q2 | $384M | Buy |
4,378,197
+244,506
| +6% | +$21.5M | 4.87% | 5 |
|
|
2024
Q1 | $372M | Buy |
4,133,691
+223,642
| +6% | +$20.1M | 4.95% | 5 |
|
|
2023
Q4 | $357M | Buy |
3,910,049
+57,509
| +1% | +$5.26M | 5.18% | 5 |
|
|
2023
Q3 | $301M | Buy |
3,852,540
+357,859
| +10% | +$28M | 4.88% | 5 |
|
|
2023
Q2 | $302M | Buy |
3,494,681
+117,927
| +3% | +$10.2M | 4.91% | 5 |
|
|
2023
Q1 | $287M | Buy |
3,376,754
+324,761
| +11% | +$27.6M | 4.89% | 6 |
|
|
2022
Q4 | $257M | Buy |
3,051,993
+265,619
| +10% | +$22.4M | 4.81% | 6 |
|
|
2022
Q3 | $227M | Buy |
2,786,374
+170,883
| +7% | +$13.9M | 4.78% | 6 |
|
|
2022
Q2 | $241M | Buy |
2,615,491
+116,656
| +5% | +$10.7M | 4.91% | 6 |
|
|
2022
Q1 | $270M | Buy |
2,498,835
+41,909
| +2% | +$4.54M | 5.09% | 6 |
|
|
2021
Q4 | $285M | Buy |
2,456,926
+106,800
| +5% | +$12.4M | 5.21% | 6 |
|
|
2021
Q3 | $241M | Buy |
2,350,126
+166,108
| +8% | +$17M | 4.95% | 6 |
|
|
2021
Q2 | $223M | Buy |
2,184,018
+150,727
| +7% | +$15.4M | 5.12% | 6 |
|
|
2021
Q1 | $187M | Buy |
2,033,291
+226,268
| +13% | +$20.8M | 5.14% | 6 |
|
|
2020
Q4 | $155M | Buy |
1,807,023
+123,894
| +7% | +$10.6M | 4.89% | 6 |
|
|
2020
Q3 | $134M | Buy |
1,683,129
+263,454
| +19% | +$21M | 4.93% | 6 |
|
|
2020
Q2 | $112M | Buy |
1,419,675
+221,061
| +18% | +$17.4M | 4.85% | 6 |
|
|
2020
Q1 | $83.4M | Buy |
1,198,614
+224,982
| +23% | +$15.7M | 4.64% | 6 |
|
|
2019
Q4 | $90.6M | Buy |
973,632
+100,588
| +12% | +$9.36M | 4.93% | 6 |
|
|
2019
Q3 | $81.7M | Buy |
873,044
+85,921
| +11% | +$8.04M | 5.09% | 6 |
|
|
2019
Q2 | $68.7M | Buy |
787,123
+51,093
| +7% | +$4.46M | 4.85% | 6 |
|
|
2019
Q1 | $64.1M | Buy |
+736,030
| New | +$64.1M | 5.11% | 6 |
|