Fiduciary Alliance’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
2023
Q3
Sell
-2,473
Closed -$214K 571
2023
Q2
$214K Sell
2,473
-338
-12% -$29.3K 0.05% 144
2023
Q1
$239K Sell
2,811
-49
-2% -$4.16K 0.06% 124
2022
Q4
$241K Buy
+2,860
New +$241K 0.06% 122