HBW Advisory Services’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
Q1 | – | Sell |
-9,509
| Closed | -$801K | – | 281 |
|
|
2022
Q4 | $801K | Hold |
9,509
| – | – | 0.21% | 120 |
|
|
2022
Q3 | $774K | Buy |
9,509
+1,112
| +13% | +$90.5K | 0.22% | 123 |
|
|
2022
Q2 | $772K | Buy |
8,397
+1,747
| +26% | +$161K | 0.2% | 121 |
|
|
2022
Q1 | $720K | Buy |
6,650
+498
| +8% | +$53.9K | 0.25% | 104 |
|
|
2021
Q4 | $715K | Buy |
6,152
+271
| +5% | +$31.5K | 0.17% | 129 |
|
|
2021
Q3 | $602K | Buy |
5,881
+265
| +5% | +$27.1K | 0.16% | 136 |
|
|
2021
Q2 | $573K | Sell |
5,616
-40
| -0.7% | -$4.08K | 0.15% | 135 |
|
|
2021
Q1 | $520K | Sell |
5,656
-199
| -3% | -$18.3K | 0.14% | 141 |
|
|
2020
Q4 | $502K | Buy |
5,855
+1
| +0% | +$86 | 0.15% | 125 |
|
|
2020
Q3 | $467K | Sell |
5,854
-668
| -10% | -$53.3K | 0.19% | 120 |
|
|
2020
Q2 | $514K | Buy |
+6,522
| New | +$514K | 0.24% | 100 |
|