Householder Group Estate & Retirement Specialist’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,334
| Closed | -$135K | – | 883 |
|
|
2024
Q3 | $135K | Sell |
1,334
-35
| -3% | -$3.54K | 0.04% | 308 |
|
|
2024
Q2 | $120K | Buy |
1,369
+9
| +0.7% | +$789 | 0.03% | 319 |
|
|
2024
Q1 | $122K | Buy |
1,360
+5
| +0.4% | +$450 | 0.04% | 316 |
|
|
2023
Q4 | $123K | Buy |
1,355
+25
| +2% | +$2.27K | 0.04% | 303 |
|
|
2023
Q3 | $104K | Buy |
+1,330
| New | +$104K | 0.04% | 308 |
|
|
2023
Q1 | $112K | Buy |
+1,324
| New | +$112K | 0.04% | 286 |
|
|
2022
Q4 | – | Sell |
-1,695
| Closed | -$138K | – | 732 |
|
|
2022
Q3 | $138K | Buy |
+1,695
| New | +$138K | 0.06% | 214 |
|
|
2022
Q1 | – | Sell |
-1,795
| Closed | -$208K | – | 200 |
|
|
2021
Q4 | $208K | Buy |
+1,795
| New | +$208K | 0.08% | 188 |
|