Bank Julius Baer & Co’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
2023
Q3
Sell
-4,604
Closed -$398K 541
2023
Q2
$398K Sell
4,604
-70,862
-94% -$5.95M ﹤0.01% 360
2023
Q1
$6.41M Sell
75,466
-84
-0.1% -$7.35K 0.04% 169
2022
Q4
$6.36M Sell
75,550
-7,763
-9% -$652K 0.04% 167
2022
Q3
$6.78M Buy
83,313
+71,391
+599% +$6.76M 0.05% 150
2022
Q2
$1.1M Buy
11,922
+2,666
+29% +$266K 0.01% 264
2022
Q1
$1M Sell
9,256
-721
-7% -$76.1K 0.01% 280
2021
Q4
$1.16M Sell
9,977
-174
-2% -$19.1K 0.01% 329
2021
Q3
$1.04M Buy
10,151
+106
+1% +$11.3K 0.01% 327
2021
Q2
$1.02M Sell
10,045
-822
-8% -$81.6K 0.01% 344
2021
Q1
$999K Buy
10,867
+149
+1% +$13.1K 0.01% 345
2020
Q4
$918K Sell
10,718
-75
-0.7% -$6.24K 0.01% 368
2020
Q3
$862K Buy
10,793
+606
+6% +$48.9K 0.01% 311
2020
Q2
$803K Sell
10,187
-4,198
-29% -$318K 0.01% 300
2020
Q1
$738K Buy
+14,385
New +$1.27M 0.02% 268

Other funds holding IYR