Kingswood Wealth 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
Q4
Sell
-2,069
Closed -$211K 853
2024
Q3
$211K Buy
+2,069
New +$211K 0.02% 655