Bartlett & Co’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $18K | Buy |
+200
| New | +$18K | ﹤0.01% | 900 |
|
|
2021
Q1 | – | Sell |
-217
| Closed | -$19K | – | 1113 |
|
|
2020
Q4 | $19K | Buy |
+217
| New | +$19K | ﹤0.01% | 671 |
|
|
2013
Q3 | – | Sell |
-316
| Closed | -$21K | – | 848 |
|
|
2013
Q2 | $21K | Buy |
+316
| New | +$21K | ﹤0.01% | 507 |
|