Summit Financial Group’s iShares US Real Estate ETF IYR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $401K | Buy |
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|
2023
Q4 | $373K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $216K | Hold |
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|
2023
Q1 | $212K | Sell |
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|
2022
Q4 | $225K | Hold |
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|
2022
Q3 | $218K | Sell |
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|
2022
Q2 | $251K | Hold |
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|
2022
Q1 | $295K | Hold |
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|
2021
Q4 | $316K | Hold |
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|
2021
Q3 | $279K | Hold |
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|
2021
Q2 | $278K | Hold |
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|
2021
Q1 | $251K | Buy |
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|
2020
Q4 | $229K | Hold |
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|
2020
Q3 | $213K | Hold |
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|
2020
Q2 | $210K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $256K | Hold |
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|
2019
Q3 | $257K | Hold |
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|
2019
Q2 | $240K | Buy |
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