D.B. Root & Company’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,778
| Closed | -$206K | – | 190 |
|
|
2021
Q4 | $206K | Buy |
+1,778
| New | +$206K | 0.07% | 184 |
|
|
2021
Q3 | – | Sell |
-1,985
| Closed | -$202K | – | 196 |
|
|
2021
Q2 | $202K | Buy |
+1,985
| New | +$202K | 0.08% | 196 |
|
|
2020
Q2 | – | Sell |
-5,387
| Closed | -$374K | – | 200 |
|
|
2020
Q1 | $374K | Sell |
5,387
-290
| -5% | -$20.1K | 0.19% | 130 |
|
|
2019
Q4 | $528K | Sell |
5,677
-658
| -10% | -$61.2K | 0.23% | 118 |
|
|
2019
Q3 | $592K | Sell |
6,335
-826
| -12% | -$77.2K | 0.28% | 110 |
|
|
2019
Q2 | $625K | Sell |
7,161
-934
| -12% | -$81.5K | 0.28% | 100 |
|
|
2019
Q1 | $705K | Sell |
8,095
-10,062
| -55% | -$876K | 0.3% | 95 |
|
|
2018
Q4 | $1.36M | Buy |
18,157
+7,893
| +77% | +$592K | 0.68% | 35 |
|
|
2018
Q3 | $821K | Buy |
10,264
+1,564
| +18% | +$125K | 0.36% | 89 |
|
|
2018
Q2 | $701K | Buy |
+8,700
| New | +$701K | 0.33% | 108 |
|
|
2018
Q1 | – | Sell |
-17,161
| Closed | -$1.39M | – | 191 |
|
|
2017
Q4 | $1.39M | Buy |
+17,161
| New | +$1.39M | 1.19% | 22 |
|