IFWM
Institute for Wealth Management’s iShares US Real Estate ETF IYR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,246
| Closed | -$207K | – | 482 |
|
|
2022
Q2 | $207K | Buy |
2,246
+10
| +0.4% | +$922 | 0.04% | 479 |
|
|
2022
Q1 | $242K | Buy |
2,236
+170
| +8% | +$18.4K | 0.04% | 468 |
|
|
2021
Q4 | $240K | Buy |
+2,066
| New | +$240K | 0.04% | 425 |
|
|
2020
Q1 | – | Sell |
-2,067
| Closed | -$192K | – | 548 |
|
|
2019
Q4 | $192K | Buy |
+2,067
| New | +$192K | 0.04% | 425 |
|
|
2014
Q4 | – | Sell |
-97
| Closed | -$7K | – | 42 |
|
|
2014
Q3 | $7K | Hold |
97
| – | – | 0.01% | 53 |
|
|
2014
Q2 | $7K | Sell |
97
-88,232
| -100% | -$6.37M | 0.01% | 51 |
|
|
2014
Q1 | $5.98M | Sell |
88,329
-14,047
| -14% | -$951K | 5.12% | 4 |
|
|
2013
Q4 | $6.46M | Sell |
102,376
-12,085
| -11% | -$762K | 4.65% | 3 |
|
|
2013
Q3 | $7.3M | Sell |
114,461
-12,984
| -10% | -$828K | 5.02% | 3 |
|
|
2013
Q2 | $8.47M | Buy |
+127,445
| New | +$8.47M | 6.8% | 3 |
|