Regis Acquisition’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
2024
Q2
$5.65M Buy
64,384
+5,408
+9% +$474K 3.44% 8
2024
Q1
$5.3M Buy
58,976
+2,787
+5% +$251K 3.23% 9
2023
Q4
$5.14M Buy
56,189
+33,377
+146% +$3.05M 1.97% 12
2023
Q3
$1.78M Sell
22,812
-21,386
-48% -$1.67M 0.75% 20
2023
Q2
$3.83M Buy
44,198
+12,426
+39% +$1.08M 1.59% 15
2023
Q1
$2.7M Buy
+31,772
New +$2.7M 1.28% 18