Janiczek Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $11.5K | Hold |
131
| – | – | ﹤0.01% | 642 |
|
|
2024
Q1 | $11.8K | Hold |
131
| – | – | ﹤0.01% | 651 |
|
|
2023
Q4 | $12K | Hold |
131
| – | – | ﹤0.01% | 636 |
|
|
2023
Q3 | $10.2K | Hold |
131
| – | – | ﹤0.01% | 631 |
|
|
2023
Q2 | $11.3K | Hold |
131
| – | – | ﹤0.01% | 550 |
|
|
2023
Q1 | $10.9K | Hold |
131
| – | – | ﹤0.01% | 554 |
|
|
2022
Q4 | $11.9K | Hold |
131
| – | – | ﹤0.01% | 533 |
|
|
2022
Q3 | $10K | Hold |
131
| – | – | ﹤0.01% | 544 |
|
|
2022
Q2 | $13K | Hold |
131
| – | – | ﹤0.01% | 534 |
|
|
2022
Q1 | $14K | Hold |
131
| – | – | ﹤0.01% | 517 |
|
|
2021
Q4 | $15K | Hold |
131
| – | – | ﹤0.01% | 521 |
|
|
2021
Q3 | $13K | Hold |
131
| – | – | ﹤0.01% | 534 |
|
|
2021
Q2 | $13K | Hold |
131
| – | – | ﹤0.01% | 515 |
|
|
2021
Q1 | $12K | Hold |
131
| – | – | ﹤0.01% | 493 |
|
|
2020
Q4 | $11K | Hold |
131
| – | – | 0.01% | 457 |
|
|
2020
Q3 | $10K | Hold |
131
| – | – | 0.01% | 235 |
|
|
2020
Q2 | $10K | Buy |
+131
| New | +$10K | 0.01% | 144 |
|
|
2019
Q1 | – | Sell |
-1,763
| Closed | -$132K | – | 171 |
|
|
2018
Q4 | $132K | Buy |
+1,763
| New | +$132K | 0.07% | 51 |
|