IWAG
Integer Wealth Advisors Group’s iShares US Real Estate ETF IYR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $4.84M | Buy |
51,500
+2,073
| +4% | +$195K | 2.64% | 13 |
|
|
2020
Q4 | $4.09M | Buy |
49,427
+9,453
| +24% | +$782K | 2.7% | 13 |
|
|
2020
Q3 | $3.19M | Buy |
39,974
+751
| +2% | +$60K | 2.93% | 11 |
|
|
2020
Q2 | $3.07M | Buy |
39,223
+363
| +0.9% | +$28.4K | 3.14% | 11 |
|
|
2020
Q1 | $2.92M | Sell |
38,860
-14,333
| -27% | -$1.08M | 3.31% | 10 |
|
|
2019
Q4 | $5.1M | Buy |
+53,193
| New | +$5.1M | 5.05% | 5 |
|