First Foundation Advisors’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
Q4
Sell
-2,638
Closed -$269K 350
2024
Q3
$269K Buy
+2,638
New +$269K 0.01% 297