Heritage Wealth Management (Arizona)’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
2022 Q4	$106K	Buy	1,265 +686	+118%	+$57.7K	0.02%	407
2022 Q3	$47K	Sell	579 -50	-8%	-$4.06K	0.02%	410
2022 Q2	$57.9K	Buy	629 +279	+80%	+$25.7K	0.02%	393
2022 Q1	$38K	Buy	+350	New	+$38K	0.01%	509