IWA
IBEX Wealth Advisors’s iShares US Real Estate ETF IYR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,820
| Closed | -$211K | – | 193 |
|
|
2021
Q4 | $211K | Sell |
1,820
-119
| -6% | -$13.8K | 0.04% | 176 |
|
|
2021
Q3 | $199K | Buy |
+1,939
| New | +$199K | 0.04% | 175 |
|
|
2019
Q3 | – | Sell |
-2,108
| Closed | -$184K | – | 221 |
|
|
2019
Q2 | $184K | Buy |
+2,108
| New | +$184K | 0.05% | 136 |
|
|
2017
Q4 | – | Sell |
-2,966
| Closed | -$238K | – | 108 |
|
|
2017
Q3 | $238K | Buy |
2,966
+281
| +10% | +$22.5K | 0.09% | 118 |
|
|
2017
Q2 | $209K | Buy |
+2,685
| New | +$209K | 0.08% | 123 |
|
|
2017
Q1 | – | Sell |
-2,036
| Closed | -$158K | – | 230 |
|
|
2016
Q4 | $158K | Buy |
+2,036
| New | +$158K | 0.08% | 121 |
|