Latitude 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
-17,842
Closed -$1.82M 194
2024
Q3
$1.82M Buy
+17,842
New +$1.82M 1.03% 21
2021
Q4
Sell
-2,959
Closed -$303K 311
2021
Q3
$303K Buy
+2,959
New +$303K 0.1% 206