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Summit Trail Advisors’s iShares US Real Estate ETF IYR Stock Holding History

Summit Trail Advisors’s Portfolio IYR Stock Details IYR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-250
Closed -$20K – 1065
2017
Q4 		$20K Buy
+250
New +$20K ﹤0.01% 1043