Wilbanks Smith & Thomas 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-4,123
| Closed | -$384K | – | 405 |
|
|
2019
Q4 | $384K | Buy |
+4,123
| New | +$384K | 0.02% | 289 |
|
|
2018
Q4 | – | Sell |
-110
| Closed | -$9K | – | 843 |
|
|
2018
Q3 | $9K | Buy |
+110
| New | +$9K | ﹤0.01% | 1073 |
|
|
2015
Q2 | – | Sell |
-12,007
| Closed | -$952K | – | 314 |
|
|
2015
Q1 | $952K | Buy |
+12,007
| New | +$952K | 0.09% | 122 |
|