Beacon Pointe Advisors’s iShares US Real Estate ETF IYR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,448
| Closed | -$208K | – | 1132 |
|
|
2023
Q1 | $208K | Sell |
2,448
-2,098
| -46% | -$178K | ﹤0.01% | 1058 |
|
|
2022
Q4 | $383K | Sell |
4,546
-1,683
| -27% | -$142K | 0.01% | 783 |
|
|
2022
Q3 | $506K | Sell |
6,229
-38
| -0.6% | -$3.09K | 0.01% | 633 |
|
|
2022
Q2 | $578K | Sell |
6,267
-1,423
| -19% | -$131K | 0.01% | 598 |
|
|
2022
Q1 | $832K | Buy |
7,690
+5,953
| +343% | +$644K | 0.01% | 673 |
|
|
2021
Q4 | $202K | Sell |
1,737
-246
| -12% | -$28.6K | 0.01% | 875 |
|
|
2021
Q3 | $203K | Buy |
+1,983
| New | +$203K | 0.01% | 853 |
|