SFS
Summit Financial Strategies’s iShares US Real Estate ETF IYR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,762
| Closed | -$248K | – | 151 |
|
|
2024
Q1 | $248K | Buy |
2,762
+106
| +4% | +$9.53K | 0.03% | 123 |
|
|
2023
Q4 | $243K | Buy |
2,656
+64
| +2% | +$5.85K | 0.04% | 123 |
|
|
2023
Q3 | $203K | Hold |
2,592
| – | – | 0.04% | 123 |
|
|
2023
Q2 | $224K | Hold |
2,592
| – | – | 0.04% | 113 |
|
|
2023
Q1 | $220K | Hold |
2,592
| – | – | 0.04% | 111 |
|
|
2022
Q4 | $218K | Sell |
2,592
-971
| -27% | -$81.7K | 0.05% | 105 |
|
|
2022
Q3 | $290K | Sell |
3,563
-54
| -1% | -$4.4K | 0.07% | 93 |
|
|
2022
Q2 | $333K | Buy |
3,617
+183
| +5% | +$16.8K | 0.08% | 79 |
|
|
2022
Q1 | $372K | Buy |
3,434
+2
| +0.1% | +$217 | 0.07% | 77 |
|
|
2021
Q4 | $399K | Sell |
3,432
-2
| -0.1% | -$233 | 0.08% | 73 |
|
|
2021
Q3 | $352K | Sell |
3,434
-56
| -2% | -$5.74K | 0.07% | 80 |
|
|
2021
Q2 | $356K | Buy |
3,490
+372
| +12% | +$37.9K | 0.07% | 79 |
|
|
2021
Q1 | $287K | Hold |
3,118
| – | – | 0.1% | 54 |
|
|
2020
Q4 | $267K | Buy |
3,118
+34
| +1% | +$2.91K | 0.09% | 69 |
|
|
2020
Q3 | $246K | Hold |
3,084
| – | – | 0.1% | 66 |
|
|
2020
Q2 | $243K | Sell |
3,084
-264
| -8% | -$20.8K | 0.11% | 64 |
|
|
2020
Q1 | $233K | Buy |
+3,348
| New | +$233K | 0.13% | 53 |
|