Weiss Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-43,473
| Closed | -$3.76M | – | 199 |
|
|
2023
Q2 | $3.76M | Sell |
43,473
-78,341
| -64% | -$6.78M | 0.29% | 43 |
|
|
2023
Q1 | $10.3M | Buy |
+121,814
| New | +$10.3M | 0.66% | 24 |
|
|
2022
Q1 | – | Sell |
-10,080
| Closed | -$1.17M | – | 834 |
|
|
2021
Q4 | $1.17M | Buy |
+10,080
| New | +$1.17M | 0.03% | 469 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 372 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 432 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 461 |
|
|
2018
Q1 | – | Hold |
0
| – | – | – | 275 |
|
|
2017
Q4 | – | Hold |
0
| – | – | – | 262 |
|
|
2017
Q3 | – | Hold |
0
| – | – | – | 119 |
|
|
2017
Q2 | – | Hold |
0
| – | – | – | 98 |
|