BFG
Barber Financial Group’s iShares US Real Estate ETF IYR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $1.09M | Sell |
12,795
-52
| -0.4% | -$4.42K | 0.19% | 47 |
|
|
2022
Q4 | $1.08M | Sell |
12,847
-450
| -3% | -$37.9K | 0.3% | 45 |
|
|
2022
Q3 | $1.08M | Sell |
13,297
-14,623
| -52% | -$1.19M | 0.31% | 45 |
|
|
2022
Q2 | $2.57M | Sell |
27,920
-55,717
| -67% | -$5.12M | 0.42% | 23 |
|
|
2022
Q1 | $9.05M | Sell |
83,637
-138,375
| -62% | -$15M | 1.21% | 15 |
|
|
2021
Q4 | $25.8M | Sell |
222,012
-173,778
| -44% | -$20.2M | 3.1% | 8 |
|
|
2021
Q3 | $40.5M | Buy |
395,790
+372,134
| +1,573% | +$38.1M | 5.24% | 4 |
|
|
2021
Q2 | $2.41M | Sell |
23,656
-1,676
| -7% | -$171K | 0.33% | 40 |
|
|
2021
Q1 | $2.33M | Buy |
25,332
+2,497
| +11% | +$230K | 0.34% | 40 |
|
|
2020
Q4 | $1.96M | Buy |
22,835
+15,894
| +229% | +$1.36M | 0.36% | 44 |
|
|
2020
Q3 | $554K | Buy |
+6,941
| New | +$554K | 0.12% | 68 |
|
|
2020
Q1 | – | Sell |
-28,731
| Closed | -$2.67M | – | 138 |
|
|
2019
Q4 | $2.67M | Sell |
28,731
-2,173
| -7% | -$202K | 0.54% | 53 |
|
|
2019
Q3 | $2.89M | Buy |
30,904
+6,169
| +25% | +$577K | 0.61% | 42 |
|
|
2019
Q2 | $2.16M | Buy |
24,735
+12,010
| +94% | +$1.05M | 0.5% | 44 |
|
|
2019
Q1 | $1.11M | Buy |
12,725
+8,322
| +189% | +$725K | 0.22% | 53 |
|
|
2018
Q4 | $330K | Sell |
4,403
-4,104
| -48% | -$308K | 0.07% | 95 |
|
|
2018
Q3 | $681K | Buy |
+8,507
| New | +$681K | 0.16% | 65 |
|
|
2017
Q4 | – | Sell |
-48,355
| Closed | -$3.86M | – | 132 |
|
|
2017
Q3 | $3.86M | Buy |
+48,355
| New | +$3.86M | 1.1% | 29 |
|