Independent Family Office’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-9,887
| Closed | -$773K | – | 75 |
|
|
2023
Q3 | $773K | Hold |
9,887
| – | – | 0.48% | 38 |
|
|
2023
Q2 | $856K | Sell |
9,887
-7,289
| -42% | -$631K | 0.52% | 35 |
|
|
2023
Q1 | $1.46M | Hold |
17,176
| – | – | 0.84% | 25 |
|
|
2022
Q4 | $1.45M | Hold |
17,176
| – | – | 0.87% | 26 |
|
|
2022
Q3 | $1.4M | Hold |
17,176
| – | – | 0.69% | 23 |
|
|
2022
Q2 | $1.58K | Hold |
17,176
| – | – | 0.78% | 19 |
|
|
2022
Q1 | $1.86M | Hold |
17,176
| – | – | 0.61% | 19 |
|
|
2021
Q4 | $2M | Buy |
+17,176
| New | +$2M | 0.75% | 16 |
|
|
2021
Q3 | – | Sell |
-18,199
| Closed | -$1.86M | – | 58 |
|
|
2021
Q2 | $1.86M | Hold |
18,199
| – | – | 0.72% | 16 |
|
|
2021
Q1 | $1.67M | Sell |
18,199
-45
| -0.2% | -$4.14K | 0.66% | 17 |
|
|
2020
Q4 | $1.56M | Sell |
18,244
-65
| -0.4% | -$5.57K | 0.65% | 17 |
|
|
2020
Q3 | $1.46M | Sell |
18,309
-272
| -1% | -$21.7K | 0.69% | 17 |
|
|
2020
Q2 | $1.46M | Buy |
18,581
+3,732
| +25% | +$294K | 0.76% | 16 |
|
|
2020
Q1 | $1.03M | Buy |
14,849
+6,934
| +88% | +$482K | 0.64% | 17 |
|
|
2019
Q4 | $737K | Buy |
+7,915
| New | +$737K | 0.46% | 27 |
|