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

Evermay 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
-27
Closed -$2.47K – 682
2023
Q4 		$2.47K Buy
+27
New +$2.47K ﹤0.01% 512