Kohmann Bosshard Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,362
| Closed | -$226K | – | 201 |
|
|
2025
Q1 | $226K | Hold |
2,362
| – | – | 0.03% | 199 |
|
|
2024
Q4 | $220K | Buy |
2,362
+16
| +0.7% | +$1.49K | 0.03% | 179 |
|
|
2024
Q3 | $239K | Hold |
2,346
| – | – | 0.03% | 180 |
|
|
2024
Q2 | $206K | Hold |
2,346
| – | – | 0.03% | 185 |
|
|
2024
Q1 | $211K | Hold |
2,346
| – | – | 0.03% | 186 |
|
|
2023
Q4 | $214K | Buy |
+2,346
| New | +$214K | 0.03% | 179 |
|
|
2020
Q4 | – | Sell |
-3,278
| Closed | -$262K | – | 104 |
|
|
2020
Q3 | $262K | Buy |
3,278
+1,592
| +94% | +$127K | 0.09% | 81 |
|
|
2020
Q2 | $133K | Hold |
1,686
| – | – | 0.05% | 109 |
|
|
2020
Q1 | $117K | Buy |
+1,686
| New | +$117K | 0.05% | 105 |
|