Leonetti & Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-173,775
| Closed | -$14M | – | 40 |
|
|
2016
Q3 | $14M | Buy |
173,775
+3,900
| +2% | +$314K | 3.96% | 6 |
|
|
2016
Q2 | $14M | Buy |
+169,875
| New | +$14M | 4.01% | 6 |
|
|
2015
Q2 | – | Sell |
-168,897
| Closed | -$13.4M | – | 42 |
|
|
2015
Q1 | $13.4M | Buy |
168,897
+1,999
| +1% | +$159K | 3.99% | 7 |
|
|
2014
Q4 | $12.8M | Buy |
166,898
+1,937
| +1% | +$149K | 4% | 7 |
|
|
2014
Q3 | $11.4M | Buy |
164,961
+1,300
| +0.8% | +$90K | 3.66% | 8 |
|
|
2014
Q2 | $11.7M | Buy |
+163,661
| New | +$11.7M | 4.03% | 9 |
|
|
2013
Q3 | – | Sell |
-239,261
| Closed | -$15.9M | – | 41 |
|
|
2013
Q2 | $15.9M | Buy |
+239,261
| New | +$15.9M | 6.08% | 4 |
|