Wellington Management Group’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
| – | – | – | 1972 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 1967 |
|
|
2020
Q1 | – | Sell |
-28,494
| Closed | -$2.65M | – | 1982 |
|
|
2019
Q4 | $2.65M | Sell |
28,494
-35,104
| -55% | -$3.27M | ﹤0.01% | 1485 |
|
|
2019
Q3 | $5.95M | Buy |
63,598
+30,000
| +89% | +$2.81M | ﹤0.01% | 1298 |
|
|
2019
Q2 | $2.93M | Buy |
33,598
+23,853
| +245% | +$2.08M | ﹤0.01% | 1520 |
|
|
2019
Q1 | $848K | Sell |
9,745
-24,859
| -72% | -$2.16M | ﹤0.01% | 1801 |
|
|
2018
Q4 | $2.59M | Buy |
+34,604
| New | +$2.59M | ﹤0.01% | 1562 |
|
|
2018
Q3 | – | Sell |
-21,261
| Closed | -$1.71M | – | 2261 |
|
|
2018
Q2 | $1.71M | Buy |
+21,261
| New | +$1.71M | ﹤0.01% | 1763 |
|
|
2015
Q1 | – | Sell |
-500,331
| Closed | -$38.4M | – | 2189 |
|
|
2014
Q4 | $38.4M | Buy |
+500,331
| New | +$38.4M | 0.01% | 814 |
|