The Family Firm’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
Q3
Sell
-1,177
Closed -$103K 538
2024
Q2
$103K Buy
+1,177
New +$103K 0.02% 265