Whitegate Investment Counselors’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 | $3.35M | Sell |
35,388
-443
| -1% | -$42K | 1.14% | 23 |
|
|
2025
Q1 | $3.43M | Buy |
35,831
+6
| +0% | +$575 | 1.22% | 24 |
|
|
2024
Q4 | $3.33M | Sell |
35,825
-13,521
| -27% | -$1.26M | 1.14% | 24 |
|
|
2024
Q3 | $5.03M | Sell |
49,346
-55
| -0.1% | -$5.6K | 1.33% | 21 |
|
|
2024
Q2 | $4.33M | Sell |
49,401
-156
| -0.3% | -$13.7K | 1.23% | 21 |
|
|
2024
Q1 | $4.46M | Sell |
49,557
-120
| -0.2% | -$10.8K | 1.25% | 21 |
|
|
2023
Q4 | $4.54M | Sell |
49,677
-2,884
| -5% | -$264K | 1.38% | 21 |
|
|
2023
Q3 | $4.11M | Buy |
52,561
+335
| +0.6% | +$26.2K | 1.38% | 21 |
|
|
2023
Q2 | $4.52M | Buy |
52,226
+821
| +2% | +$71.1K | 1.48% | 20 |
|
|
2023
Q1 | $4.36M | Buy |
51,405
+3,893
| +8% | +$331K | 1.41% | 23 |
|
|
2022
Q4 | $4M | Sell |
47,512
-3,637
| -7% | -$306K | 1.37% | 23 |
|
|
2022
Q3 | $4.17M | Buy |
51,149
+6,015
| +13% | +$490K | 1.58% | 21 |
|
|
2022
Q2 | $4.15M | Sell |
45,134
-1,457
| -3% | -$134K | 1.52% | 21 |
|
|
2022
Q1 | $5.04M | Sell |
46,591
-1,174
| -2% | -$127K | 1.56% | 22 |
|
|
2021
Q4 | $5.55M | Sell |
47,765
-2,159
| -4% | -$251K | 1.63% | 21 |
|
|
2021
Q3 | $5.11M | Sell |
49,924
-750
| -1% | -$76.8K | 0.73% | 43 |
|
|
2021
Q2 | $5.17M | Buy |
50,674
+81
| +0.2% | +$8.26K | 0.73% | 41 |
|
|
2021
Q1 | $4.65M | Buy |
50,593
+1,654
| +3% | +$152K | 0.71% | 41 |
|
|
2020
Q4 | $4.19M | Buy |
48,939
+2,251
| +5% | +$193K | 0.68% | 42 |
|
|
2020
Q3 | $3.73M | Buy |
46,688
+2,528
| +6% | +$202K | 0.68% | 43 |
|
|
2020
Q2 | $3.48M | Buy |
+44,160
| New | +$3.48M | 0.7% | 42 |
|