Emerson Wealth’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
Q2 | $93K | Hold |
1,013
| – | – | 0.06% | 29 |
|
|
2022
Q1 | $110K | Hold |
1,013
| – | – | 0.06% | 28 |
|
|
2021
Q4 | $118K | Hold |
1,013
| – | – | 0.06% | 26 |
|
|
2021
Q3 | $104K | Hold |
1,013
| – | – | 0.06% | 24 |
|
|
2021
Q2 | $103K | Hold |
1,013
| – | – | 0.06% | 25 |
|
|
2021
Q1 | $93K | Buy |
+1,013
| New | +$93K | 0.06% | 24 |
|
|
2019
Q3 | – | Sell |
-2,800
| Closed | -$244K | – | 23 |
|
|
2019
Q2 | $244K | Buy |
2,800
+126
| +5% | +$11K | 0.18% | 20 |
|
|
2019
Q1 | $233K | Sell |
2,674
-679
| -20% | -$59.2K | 0.18% | 24 |
|
|
2018
Q4 | $251K | Buy |
+3,353
| New | +$251K | 0.24% | 21 |
|