Boys Arnold & 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
2020
Q2
Sell
-6,340
Closed -$441K 117
2020
Q1
$441K Sell
6,340
-20
-0.3% -$1.77K 0.08% 174
2019
Q4
$592K Buy
6,360
+583
+10% +$54.1K 0.08% 181
2019
Q3
$538K Sell
5,777
-132
-2% -$12K 0.08% 187
2019
Q2
$516K Hold
5,909
0.07% 194
2019
Q1
$514K Hold
5,909
0.08% 192
2018
Q4
$441K Sell
5,909
-500
-8% -$39.3K 0.07% 198
2018
Q3
$509K Sell
6,409
-388
-6% -$31.6K 0.07% 196
2018
Q2
$548K Sell
6,797
-400
-6% -$30.8K 0.08% 197
2018
Q1
$532K Sell
7,197
-600
-8% -$45.5K 0.08% 200
2017
Q4
$632K Hold
7,797
0.1% 183
2017
Q3
$623K Sell
7,797
-1,887
-19% -$152K 0.1% 181
2017
Q2
$772K Buy
9,684
+1,000
+12% +$79.5K 0.1% 162
2017
Q1
$682K Buy
8,684
+769
+10% +$60K 0.11% 167
2016
Q4
$609K Sell
7,915
-39
-0.5% -$2.96K 0.1% 168
2016
Q3
$641K Buy
7,954
+3,449
+77% +$286K 0.11% 158
2016
Q2
$371K Buy
+4,505
New +$353K 0.06% 208

Other funds holding IYR