Financial Services Advisory’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
2022
Q1
Sell
-92,619
Closed -$8.87M 34
2021
Q4
$8.87M Buy
92,619
+17,556
+23% +$1.92M 2.83% 12
2021
Q3
$7.69M Buy
+75,063
New +$7.99M 2.61% 12
2020
Q1
Sell
-23,024
Closed -$2.14M 18
2019
Q4
$2.14M Sell
23,024
-21,062
-48% -$1.95M 0.89% 25
2019
Q3
$4.12M Sell
44,086
-2,581
-6% -$235K 2.73% 13
2019
Q2
$4.07M Sell
46,667
-1,141
-2% -$99.9K 2.65% 15
2019
Q1
$4.16M Buy
47,808
+18,528
+63% +$1.53M 3.59% 12
2018
Q4
$2.19M Sell
29,280
-26,691
-48% -$2.1M 13.65% 4
2018
Q3
$4.48M Buy
+55,971
New +$4.56M 2.99% 11

Other funds holding IYR