M Holdings Securities’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
2022
Q2
Sell
-2,454
Closed -$266K 489
2022
Q1
$266K Buy
+2,454
New +$266K 0.02% 417
2014
Q4
Sell
-2,346
Closed -$138K 316
2014
Q3
$138K Buy
+2,346
New +$138K 0.08% 224