Moran 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
2023 Q3	–	Sell	-6,795	Closed	-$588K	–	389
2023 Q2	$588K	Sell	6,795 -10,140	-60%	-$878K	0.02%	298
2023 Q1	$1.44M	Sell	16,935 -76,102	-82%	-$6.46M	0.05%	240
2022 Q4	$7.83M	Buy	+93,037	New	+$7.83M	0.3%	108