Surevest’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
2022
Q3
$856K Buy
10,516
+792
+8% +$64.5K 0.23% 94
2022
Q2
$894K Buy
9,724
+191
+2% +$17.6K 0.23% 92
2022
Q1
$1.03M Buy
9,533
+8,591
+912% +$930K 0.25% 91
2021
Q4
$109K Buy
+942
New +$109K 0.03% 144