Operose Advisors’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
-1,614
Closed -$140K 762
2023
Q2
$140K Sell
1,614
-2,111
-57% -$183K 0.06% 104
2023
Q1
$316K Hold
3,725
0.16% 47
2022
Q4
$314K Hold
3,725
0.17% 52
2022
Q3
$303K Buy
+3,725
New +$303K 0.2% 40