Great Valley Advisor Group’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
Q2 | – | Sell |
-3,813
| Closed | -$324K | – | 722 |
|
|
2023
Q1 | $324K | Sell |
3,813
-10
| -0.3% | -$850 | 0.02% | 522 |
|
|
2022
Q4 | $322K | Buy |
3,823
+435
| +13% | +$36.6K | 0.02% | 525 |
|
|
2022
Q3 | $276K | Sell |
3,388
-487
| -13% | -$39.7K | 0.02% | 549 |
|
|
2022
Q2 | $356K | Buy |
3,875
+1,720
| +80% | +$158K | 0.02% | 509 |
|
|
2022
Q1 | $233K | Buy |
2,155
+21
| +1% | +$2.27K | 0.01% | 536 |
|
|
2021
Q4 | $248K | Buy |
2,134
+19
| +0.9% | +$2.21K | 0.02% | 534 |
|
|
2021
Q3 | $217K | Buy |
2,115
+137
| +7% | +$14.1K | 0.02% | 536 |
|
|
2021
Q2 | $201K | Buy |
+1,978
| New | +$201K | 0.01% | 522 |
|