Trilogy Capital’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
Q1
Sell
-3,640
Closed -$333K 317
2023
Q4
$333K Buy
+3,640
New +$333K 0.02% 201
2020
Q2
Sell
-9,421
Closed -$707K 117
2020
Q1
$707K Buy
+9,421
New +$707K 0.08% 63