Twele Capital Management’s iShares US Real Estate ETF IYR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $5.31M | Sell |
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|
2022
Q4 | $5.36M | Hold |
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|
2022
Q3 | $5.18M | Buy |
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|
2022
Q2 | $5.78M | Sell |
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|
2022
Q1 | $6.87M | Buy |
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|
2021
Q4 | $7.04M | Sell |
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|
2021
Q3 | $6.42M | Buy |
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|
2021
Q2 | $6.27M | Buy |
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|
2021
Q1 | $4.05M | Sell |
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|
2020
Q4 | $3.99M | Buy |
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|
2020
Q3 | $3.1M | Hold |
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|
2020
Q2 | $3.06M | Buy |
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|
2020
Q1 | $1.79M | Buy |
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|
2019
Q4 | $2.08M | Sell |
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|
2019
Q3 | $2.12M | Sell |
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|
2019
Q2 | $2.07M | Sell |
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|
2019
Q1 | $2.11M | Sell |
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|
2018
Q4 | $2.02M | Hold |
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|
2018
Q3 | $2.15M | Hold |
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|
2018
Q2 | $2.17M | Hold |
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|
2018
Q1 | $2.03M | Sell |
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|
2017
Q4 | $2.2M | Buy |
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|
2017
Q3 | $577K | Buy |
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