Dynamic Advisor Solutions’s iShares US Real Estate ETF IYR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,860
| Closed | -$223K | – | 912 |
|
|
2023
Q3 | $223K | Sell |
2,860
-442
| -13% | -$34.5K | 0.01% | 751 |
|
|
2023
Q2 | $286K | Buy |
3,302
+920
| +39% | +$79.6K | 0.01% | 641 |
|
|
2023
Q1 | $202K | Buy |
+2,382
| New | +$202K | 0.01% | 698 |
|
|
2022
Q3 | – | Sell |
-2,367
| Closed | -$218K | – | 715 |
|
|
2022
Q2 | $218K | Sell |
2,367
-27,304
| -92% | -$2.51M | 0.02% | 627 |
|
|
2022
Q1 | $3.21M | Buy |
29,671
+27,327
| +1,166% | +$2.96M | 0.22% | 107 |
|
|
2021
Q4 | $272K | Sell |
2,344
-132
| -5% | -$15.3K | 0.02% | 601 |
|
|
2021
Q3 | $254K | Buy |
2,476
+116
| +5% | +$11.9K | 0.02% | 626 |
|
|
2021
Q2 | $241K | Buy |
2,360
+15
| +0.6% | +$1.53K | 0.02% | 614 |
|
|
2021
Q1 | $216K | Hold |
2,345
| – | – | 0.02% | 592 |
|
|
2020
Q4 | $201K | Buy |
+2,345
| New | +$201K | 0.02% | 601 |
|
|
2017
Q1 | – | Sell |
-7,618
| Closed | -$586K | – | 218 |
|
|
2016
Q4 | $586K | Buy |
+7,618
| New | +$586K | 0.23% | 120 |
|