Unionview LLC’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
Q4 | $1.13M | Buy |
12,187
+357
| +3% | +$33.2K | 0.83% | 24 |
|
|
2024
Q3 | $1.21M | Buy |
11,830
+113
| +1% | +$11.5K | 0.94% | 24 |
|
|
2024
Q2 | $1.03M | Buy |
11,717
+30
| +0.3% | +$2.63K | 0.84% | 23 |
|
|
2024
Q1 | $1.05M | Buy |
11,687
+527
| +5% | +$47.4K | 0.87% | 24 |
|
|
2023
Q4 | $1.02M | Buy |
11,160
+794
| +8% | +$72.6K | 0.92% | 23 |
|
|
2023
Q3 | $810K | Sell |
10,366
-84
| -0.8% | -$6.56K | 0.77% | 25 |
|
|
2023
Q2 | $904K | Buy |
10,450
+1,834
| +21% | +$159K | 0.83% | 23 |
|
|
2023
Q1 | $732K | Buy |
8,616
+17
| +0.2% | +$1.44K | 0.69% | 25 |
|
|
2022
Q4 | $724K | Buy |
8,599
+255
| +3% | +$21.5K | 0.72% | 25 |
|
|
2022
Q3 | $679K | Buy |
8,344
+528
| +7% | +$43K | 0.78% | 22 |
|
|
2022
Q2 | $719K | Buy |
7,816
+48
| +0.6% | +$4.42K | 0.8% | 22 |
|
|
2022
Q1 | $841K | Hold |
7,768
| – | – | 0.79% | 25 |
|
|
2021
Q4 | $902K | Buy |
+7,768
| New | +$902K | 0.84% | 23 |
|