IWA
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Independence Wealth Advisors’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2018
Q2
Sell
-153,394
Closed -$3.51M 22
2018
Q1
$3.51M Buy
153,394
+26,581
+21% +$608K 3.24% 14
2017
Q4
$3.13M Buy
+126,813
New +$3.13M 2.86% 16