Ronald Blue & Co’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $439K | Buy |
5,503
+241
| +5% | +$19.2K | 0.01% | 130 |
|
|
2017
Q1 | $413K | Sell |
5,262
-1,228
| -19% | -$96.4K | 0.01% | 127 |
|
|
2016
Q4 | $499K | Buy |
6,490
+2,499
| +63% | +$192K | 0.02% | 113 |
|
|
2016
Q3 | $322K | Sell |
3,991
-1,022
| -20% | -$82.5K | 0.01% | 138 |
|
|
2016
Q2 | $413K | Sell |
5,013
-3,373
| -40% | -$278K | 0.02% | 125 |
|
|
2016
Q1 | $653K | Sell |
8,386
-3,846
| -31% | -$299K | 0.04% | 76 |
|
|
2015
Q4 | $918K | Buy |
+12,232
| New | +$918K | 0.05% | 59 |
|