HBW Advisory Services’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
Q1
Sell
-9,509
Closed -$801K 283
2022
Q4
$801K Hold
9,509
0.21% 121
2022
Q3
$774K Buy
9,509
+1,112
+13% +$105K 0.22% 123
2022
Q2
$772K Buy
8,397
+1,747
+26% +$174K 0.2% 121
2022
Q1
$720K Buy
6,650
+498
+8% +$52.6K 0.25% 105
2021
Q4
$715K Buy
6,152
+271
+5% +$29.7K 0.17% 130
2021
Q3
$602K Buy
5,881
+265
+5% +$28.2K 0.16% 137
2021
Q2
$573K Sell
5,616
-40
-0.7% -$3.97K 0.15% 136
2021
Q1
$520K Sell
5,656
-199
-3% -$17.5K 0.14% 142
2020
Q4
$502K Buy
5,855
+1
+0% +$83 0.15% 125
2020
Q3
$467K Sell
5,854
-668
-10% -$54K 0.19% 120
2020
Q2
$514K Buy
+6,522
New +$494K 0.24% 100

Other funds holding IYR