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Mattern Wealth Management’s iShares US Real Estate ETF IYR Stock Holding History

Mattern Wealth Management’s Portfolio IYR Stock Details IYR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-2,673
Closed -$310K – 168
2021
Q4 		$310K Sell
2,673
-53,562
-95% -$6.21M 0.09% 141
2021
Q3 		$5.76M Buy
56,235
+881
+2% +$90.2K 1.94% 13
2021
Q2 		$5.86M Buy
+55,354
New +$5.86M 1.87% 14