Homrich & Berg’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
2021
Q3
$569K Sell
5,560
-428
-7% -$43.8K 0.01% 288
2021
Q2
$610K Sell
5,988
-985
-14% -$100K 0.01% 273
2021
Q1
$641K Sell
6,973
-1,532
-18% -$141K 0.02% 250
2020
Q4
$728K Buy
+8,505
New +$728K 0.02% 230