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Dakota Wealth Management’s iShares US Real Estate ETF IYR Stock Holding History

Dakota Wealth Management’s Portfolio IYR Stock Details IYR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-3,795
Closed -$347K – 750
2023
Q4 		$347K Buy
+3,795
New +$347K 0.01% 482