Lodestone Wealth Management’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
Q3
Sell
-2,363
Closed -$207K 151
2024
Q2
$207K Buy
+2,363
New +$207K 0.11% 146