Venturi Wealth Management’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
2017 Q2	–	Sell	-28,729	Closed	-$2.33M	–	196
2017 Q1	$2.33M	Buy	28,729 +3,618	+14%	+$293K	0.54%	64
2016 Q4	$1.93M	Buy	+25,111	New	+$1.93M	0.54%	59