Appleton Group’s iShares US Real Estate ETF IYR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
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|
2022
Q1 | $271K | Buy |
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|
2021
Q4 | $291K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $314K | Sell |
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|
2021
Q1 | $287K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $242K | Sell |
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|
2020
Q2 | $331K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $350K | Sell |
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|
2019
Q3 | $450K | Sell |
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|
2019
Q2 | $424K | Sell |
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|
2019
Q1 | $457K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $5.54M | Sell |
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|
2016
Q2 | $6.8M | Sell |
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|
2016
Q1 | $9.9M | Sell |
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|
2015
Q4 | $10.6M | Buy |
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|
2015
Q3 | $9.92M | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $9.6M | Sell |
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|
2014
Q4 | $10.6M | Buy |
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|
2014
Q3 | $9.4M | Sell |
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|
2014
Q2 | $9.98M | Buy |
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|
2014
Q1 | $9.35M | Sell |
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|
2013
Q4 | $8.81M | Buy |
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|
2013
Q3 | $8.4M | Buy |
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|
2013
Q2 | $7.44M | Buy |
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