JNBA Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-365
| Closed | -$33.4K | – | 703 |
|
|
2023
Q4 | $33.4K | Hold |
365
| – | – | ﹤0.01% | 331 |
|
|
2023
Q3 | $28.5K | Hold |
365
| – | – | ﹤0.01% | 342 |
|
|
2023
Q2 | $31.6K | Hold |
365
| – | – | ﹤0.01% | 337 |
|
|
2023
Q1 | $31K | Hold |
365
| – | – | ﹤0.01% | 341 |
|
|
2022
Q4 | $30.7K | Hold |
365
| – | – | ﹤0.01% | 325 |
|
|
2022
Q3 | $30K | Hold |
365
| – | – | ﹤0.01% | 327 |
|
|
2022
Q2 | $34K | Hold |
365
| – | – | 0.01% | 322 |
|
|
2022
Q1 | $40K | Hold |
365
| – | – | 0.01% | 314 |
|
|
2021
Q4 | $42K | Hold |
365
| – | – | 0.01% | 327 |
|
|
2021
Q3 | $37K | Hold |
365
| – | – | 0.01% | 331 |
|
|
2021
Q2 | $37K | Hold |
365
| – | – | 0.01% | 322 |
|
|
2021
Q1 | $34K | Hold |
365
| – | – | ﹤0.01% | 326 |
|
|
2020
Q4 | $31K | Buy |
+365
| New | +$31K | 0.01% | 308 |
|