Montag & 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
2022
Q3
Sell
-1,000
Closed -$92K 879
2022
Q2
$92K Buy
+1,000
New +$92K 0.01% 447
2021
Q3
Sell
-3,000
Closed -$306K 880
2021
Q2
$306K Buy
+3,000
New +$306K 0.02% 340