JSF Financial’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
Q2 | – | Sell |
-55,754
| Closed | -$4.73M | – | 114 |
|
|
2023
Q1 | $4.73M | Buy |
55,754
+11,967
| +27% | +$1.02M | 1.77% | 17 |
|
|
2022
Q4 | $3.69M | Buy |
+43,787
| New | +$3.69M | 1.38% | 19 |
|
|
2022
Q1 | – | Sell |
-1,856
| Closed | -$216K | – | 128 |
|
|
2021
Q4 | $216K | Buy |
+1,856
| New | +$216K | 0.11% | 101 |
|
|
2019
Q2 | – | Sell |
-2,330
| Closed | -$203K | – | 65 |
|
|
2019
Q1 | $203K | Buy |
+2,330
| New | +$203K | 0.22% | 57 |
|