Independent Wealth Network’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
2022
Q2
Sell
-3,605
Closed -$390K 204
2022
Q1
$390K Buy
3,605
+1,259
+54% +$136K 0.25% 109
2021
Q4
$272K Sell
2,346
-390
-14% -$45.2K 0.17% 148
2021
Q3
$303K Buy
+2,736
New +$303K 0.2% 132