Freedom Investment Management’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 |
-3,725
| Closed | -$322K | – | 719 |
|
|
2023
Q2 | $322K | Sell |
3,725
-11,423
| -75% | -$989K | 0.04% | 516 |
|
|
2023
Q1 | $1.29M | Buy |
+15,148
| New | +$1.29M | 0.15% | 184 |
|
|
2022
Q2 | – | Sell |
-14,905
| Closed | -$1.61M | – | 788 |
|
|
2022
Q1 | $1.61M | Buy |
+14,905
| New | +$1.61M | 0.14% | 182 |
|
|
2019
Q2 | – | Sell |
-5,798
| Closed | -$505K | – | 711 |
|
|
2019
Q1 | $505K | Buy |
5,798
+2,705
| +87% | +$236K | 0.04% | 382 |
|
|
2018
Q4 | $232K | Buy |
+3,093
| New | +$232K | 0.02% | 653 |
|
|
2016
Q3 | – | Sell |
-11,235
| Closed | -$926K | – | 920 |
|
|
2016
Q2 | $926K | Buy |
+11,235
| New | +$926K | 0.06% | 235 |
|
|
2016
Q1 | – | Sell |
-5,869
| Closed | -$441K | – | 859 |
|
|
2015
Q4 | $441K | Buy |
+5,869
| New | +$441K | 0.03% | 437 |
|
|
2015
Q2 | – | Sell |
-5,112
| Closed | -$405K | – | 697 |
|
|
2015
Q1 | $405K | Buy |
+5,112
| New | +$405K | 0.04% | 381 |
|
|
2013
Q3 | – | Sell |
-3,735
| Closed | -$248K | – | 396 |
|
|
2013
Q2 | $248K | Buy |
+3,735
| New | +$248K | 0.08% | 227 |
|