V Wealth Advisors’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
2022
Q4
Sell
-2,985
Closed -$243K 382
2022
Q3
$243K Sell
2,985
-17,773
-86% -$1.45M 0.05% 322
2022
Q2
$1.91M Sell
20,758
-683
-3% -$62.8K 0.36% 65
2022
Q1
$2.32M Buy
+21,441
New +$2.32M 0.37% 52