Envestnet Portfolio Solutions’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
2024
Q3
Sell
-3,192
Closed -$280K 1713
2024
Q2
$280K Buy
+3,192
New +$280K ﹤0.01% 1414
2024
Q1
Sell
-27,980
Closed -$2.56M 1629
2023
Q4
$2.56M Buy
27,980
+23,914
+588% +$2.19M 0.01% 521
2023
Q3
$318K Buy
+4,066
New +$318K ﹤0.01% 1199