UWM
USAdvisors Wealth Management’s iShares US Real Estate ETF IYR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-112,139
| Closed | -$2.39M | – | 117 |
|
|
2022
Q3 | $2.39M | Buy |
112,139
+4,005
| +4% | +$85.2K | 1.22% | 27 |
|
|
2022
Q2 | $2.63M | Sell |
108,134
-20,003
| -16% | -$486K | 1.32% | 27 |
|
|
2022
Q1 | $3.74M | Sell |
128,137
-10,337
| -7% | -$302K | 1.6% | 21 |
|
|
2021
Q4 | $4.24M | Buy |
+138,474
| New | +$4.24M | 1.73% | 21 |
|