Financial Advocates Investment Management’s iShares US Real Estate ETF IYR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $1.07M | Sell |
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|
2023
Q3 | $1.56M | Buy |
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|
2023
Q2 | $2.14M | Buy |
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|
2023
Q1 | $212K | Sell |
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|
2022
Q4 | $3.13M | Buy |
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|
2022
Q3 | $204K | Hold |
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|
2022
Q2 | $230K | Sell |
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|
2022
Q1 | $297K | Sell |
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|
2021
Q4 | $551K | Buy |
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|
2021
Q3 | $246K | Hold |
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|
2021
Q2 | $245K | Sell |
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|
2021
Q1 | $267K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $264K | Buy |
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|
2019
Q3 | $254K | Buy |
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|
2019
Q2 | $237K | Buy |
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|
2019
Q1 | $233K | Sell |
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|
2018
Q4 | $3.11M | Sell |
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|
2018
Q3 | $3.56M | Buy |
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|
2018
Q2 | $3.33M | Buy |
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|
2018
Q1 | $313K | Sell |
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|
2017
Q4 | $3.32M | Buy |
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