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Mount Yale Investment Advisors’s iShares US Real Estate ETF IYR Stock Holding History

Mount Yale Investment Advisors’s Portfolio IYR Stock Details IYR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-3,474
Closed -$292K – 509
2022
Q4 		$292K Buy
+3,474
New +$292K 0.03% 354