Howe & Rusling’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-480
| Closed | -$38K | – | 928 |
|
|
2017
Q2 | $38K | Hold |
480
| – | – | 0.01% | 298 |
|
|
2017
Q1 | $38K | Sell |
480
-185
| -28% | -$14.6K | 0.01% | 292 |
|
|
2016
Q4 | $51K | Sell |
665
-115
| -15% | -$8.82K | 0.01% | 265 |
|
|
2016
Q3 | $63K | Buy |
780
+300
| +63% | +$24.2K | 0.01% | 238 |
|
|
2016
Q2 | $40K | Hold |
480
| – | – | 0.01% | 258 |
|
|
2016
Q1 | $37K | Hold |
480
| – | – | 0.01% | 310 |
|
|
2015
Q4 | $36K | Hold |
480
| – | – | 0.01% | 306 |
|
|
2015
Q3 | $34K | Hold |
480
| – | – | 0.01% | 315 |
|
|
2015
Q2 | $34K | Hold |
480
| – | – | 0.01% | 338 |
|
|
2015
Q1 | $38K | Hold |
480
| – | – | 0.01% | 314 |
|
|
2014
Q4 | $37K | Hold |
480
| – | – | 0.01% | 310 |
|
|
2014
Q3 | $33K | Hold |
480
| – | – | 0.01% | 328 |
|
|
2014
Q2 | $34K | Buy |
+480
| New | +$34K | 0.01% | 336 |
|
|
2014
Q1 | – | Sell |
-480
| Closed | -$30K | – | 889 |
|
|
2013
Q4 | $30K | Hold |
480
| – | – | 0.01% | 357 |
|
|
2013
Q3 | $31K | Hold |
480
| – | – | 0.01% | 405 |
|
|
2013
Q2 | $32K | Buy |
+480
| New | +$32K | 0.01% | 413 |
|