GW & Wade’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $601K | Hold |
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|
2023
Q3 | $514K | Sell |
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|
2023
Q2 | $572K | Sell |
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|
2023
Q1 | $570K | Sell |
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|
2022
Q4 | $572K | Buy |
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|
2022
Q3 | $331K | Buy |
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|
2022
Q2 | $371K | Hold |
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|
2022
Q1 | $437K | Hold |
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|
2021
Q4 | $469K | Sell |
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|
2021
Q3 | $671K | Sell |
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|
2021
Q2 | $991K | Hold |
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|
2021
Q1 | $893K | Buy |
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|
2020
Q4 | $496K | Buy |
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|
2020
Q3 | $253K | Buy |
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|
2020
Q2 | $249K | Buy |
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|
2020
Q1 | $220K | Buy |
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|
2019
Q4 | $294K | Buy |
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|
2019
Q3 | $296K | Buy |
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|
2019
Q2 | $276K | Buy |
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|
2019
Q1 | $275K | Buy |
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|
2018
Q4 | $237K | Hold |
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|
2018
Q3 | $253K | Sell |
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|
2018
Q2 | $288K | Buy |
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|
2018
Q1 | $255K | Hold |
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|
2017
Q4 | $273K | Sell |
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|
2017
Q3 | $357K | Hold |
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|
2017
Q2 | $356K | Sell |
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|
2017
Q1 | $361K | Sell |
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|
2016
Q4 | $383K | Buy |
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|
2016
Q3 | $390K | Sell |
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|
2016
Q2 | $403K | Hold |
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|
2016
Q1 | $381K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $232K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $643K | Sell |
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|
2013
Q2 | $856K | Buy |
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