SW
SVB Wealth’s iShares US Real Estate ETF IYR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,800
| Closed | -$236K | – | 1048 |
|
|
2022
Q4 | $236K | Buy |
+2,800
| New | +$236K | ﹤0.01% | 846 |
|
|
2022
Q2 | – | Sell |
-39
| Closed | -$4K | – | 796 |
|
|
2022
Q1 | $4K | Sell |
39
-1,861
| -98% | -$191K | ﹤0.01% | 785 |
|
|
2021
Q4 | $220K | Buy |
1,900
+1,861
| +4,772% | +$215K | ﹤0.01% | 671 |
|
|
2021
Q3 | $3K | Hold |
39
| – | – | ﹤0.01% | 995 |
|
|
2021
Q2 | $3K | Sell |
39
-234
| -86% | -$18K | ﹤0.01% | 980 |
|
|
2021
Q1 | $25K | Sell |
273
-315
| -54% | -$28.8K | ﹤0.01% | 894 |
|
|
2020
Q4 | $50K | Buy |
588
+234
| +66% | +$19.9K | ﹤0.01% | 816 |
|
|
2020
Q3 | $28K | Hold |
354
| – | – | ﹤0.01% | 713 |
|
|
2020
Q2 | $27K | Buy |
354
+315
| +808% | +$24K | ﹤0.01% | 602 |
|
|
2020
Q1 | $2K | Sell |
39
-2,633
| -99% | -$135K | ﹤0.01% | 577 |
|
|
2019
Q4 | $249K | Buy |
2,672
+220
| +9% | +$20.5K | ﹤0.01% | 530 |
|
|
2019
Q3 | $229K | Sell |
2,452
-83
| -3% | -$7.75K | ﹤0.01% | 469 |
|
|
2019
Q2 | $221K | Buy |
+2,535
| New | +$221K | 0.01% | 487 |
|