J.W. Coons Advisors’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 |
-2,850
| Closed | -$223K | – | 243 |
|
|
2023
Q3 | $223K | Hold |
2,850
| – | – | 0.06% | 214 |
|
|
2023
Q2 | $247K | Hold |
2,850
| – | – | 0.07% | 214 |
|
|
2023
Q1 | $242K | Hold |
2,850
| – | – | 0.07% | 218 |
|
|
2022
Q4 | $240K | Hold |
2,850
| – | – | 0.07% | 209 |
|
|
2022
Q3 | $232K | Hold |
2,850
| – | – | 0.09% | 195 |
|
|
2022
Q2 | $262K | Hold |
2,850
| – | – | 0.09% | 201 |
|
|
2022
Q1 | $308K | Hold |
2,850
| – | – | 0.09% | 192 |
|
|
2021
Q4 | $331K | Hold |
2,850
| – | – | 0.1% | 185 |
|
|
2021
Q3 | $292K | Hold |
2,850
| – | – | 0.1% | 181 |
|
|
2021
Q2 | $290K | Hold |
2,850
| – | – | 0.1% | 177 |
|
|
2021
Q1 | $262K | Hold |
2,850
| – | – | 0.09% | 183 |
|
|
2020
Q4 | $243K | Hold |
2,850
| – | – | 0.09% | 184 |
|
|
2020
Q3 | $228K | Hold |
2,850
| – | – | 0.09% | 177 |
|
|
2020
Q2 | $225K | Buy |
+2,850
| New | +$225K | 0.1% | 178 |
|