Cornerstone Wealth Management’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
Q3
Sell
-27,293
Closed -$2.36M 534
2023
Q2
$2.36M Buy
+27,293
New +$2.36M 0.21% 109
2018
Q4
Sell
-10,453
Closed -$130K 757
2018
Q3
$130K Sell
10,453
-9,973
-49% -$124K ﹤0.01% 1255
2018
Q2
$255K Buy
+20,426
New +$255K ﹤0.01% 1246