Summit Financial Group’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
Q1 | $401K | Buy |
4,465
+380
| +9% | +$34.2K | 0.14% | 135 |
|
|
2023
Q4 | $373K | Buy |
+4,085
| New | +$373K | 0.14% | 135 |
|
|
2023
Q3 | – | Sell |
-2,500
| Closed | -$216K | – | 181 |
|
|
2023
Q2 | $216K | Hold |
2,500
| – | – | 0.08% | 180 |
|
|
2023
Q1 | $212K | Sell |
2,500
-175
| -7% | -$14.9K | 0.08% | 185 |
|
|
2022
Q4 | $225K | Hold |
2,675
| – | – | 0.09% | 183 |
|
|
2022
Q3 | $218K | Sell |
2,675
-50
| -2% | -$4.08K | 0.09% | 177 |
|
|
2022
Q2 | $251K | Hold |
2,725
| – | – | 0.1% | 175 |
|
|
2022
Q1 | $295K | Hold |
2,725
| – | – | 0.1% | 168 |
|
|
2021
Q4 | $316K | Hold |
2,725
| – | – | 0.1% | 169 |
|
|
2021
Q3 | $279K | Hold |
2,725
| – | – | 0.1% | 178 |
|
|
2021
Q2 | $278K | Hold |
2,725
| – | – | 0.1% | 170 |
|
|
2021
Q1 | $251K | Buy |
2,725
+55
| +2% | +$5.07K | 0.1% | 166 |
|
|
2020
Q4 | $229K | Hold |
2,670
| – | – | 0.1% | 158 |
|
|
2020
Q3 | $213K | Hold |
2,670
| – | – | 0.11% | 144 |
|
|
2020
Q2 | $210K | Buy |
+2,670
| New | +$210K | 0.11% | 150 |
|
|
2020
Q1 | – | Sell |
-2,750
| Closed | -$256K | – | 152 |
|
|
2019
Q4 | $256K | Hold |
2,750
| – | – | 0.12% | 142 |
|
|
2019
Q3 | $257K | Hold |
2,750
| – | – | 0.13% | 135 |
|
|
2019
Q2 | $240K | Buy |
+2,750
| New | +$240K | 0.11% | 147 |
|